CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BHRB Stock Details BHRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,622
Closed -$417K – 2200
2023
Q4 		$417K Buy
+6,622
New +$417K ﹤0.01% 1875