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Carroll Financial Associates’s Shore Bancshares SHBI Stock Holding History

Carroll Financial Associates’s Portfolio SHBI Stock Details SHBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$4K Hold
227
– – ﹤0.01% 1394
2021
Q3 		$4K Hold
227
– – ﹤0.01% 1441
2021
Q2 		$3K Hold
227
– – ﹤0.01% 1535
2021
Q1 		$3K Hold
227
– – ﹤0.01% 1464
2020
Q4 		$3K Hold
227
– – ﹤0.01% 1355
2020
Q3 		$2K Hold
227
– – ﹤0.01% 1362
2020
Q2 		$2K Buy
+227
New +$2.22K ﹤0.01% 1371

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HAM
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BFC
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Ameriprise
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GJL
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Carroll Financial Associates's SHBI Position: Q4 2021 in Review

Carroll Financial Associates held its Shore Bancshares (SHBI) position steady in Q4 2021 at 227 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Carroll Financial Associates first reported a position in SHBI in Q2 2020 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold SHBI as of Q4 2021.

  • Carroll Financial Associates held 227 shares of Shore Bancshares worth $4K as of Q4 2021.
  • Carroll Financial Associates left its Shore Bancshares share count unchanged in Q4 2021.
  • Shore Bancshares made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1394 holding.
  • Carroll Financial Associates first reported a position in Shore Bancshares in Q2 2020 and has held it in 7 quarters since.
  • 76 funds tracked by Wall St. Rank held Shore Bancshares as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.