Concourse Financial Group Securities’s Burke & Herbert Financial Services Corp BHRB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-50
| Closed | -$3.06K | – | 871 |
|
2024
Q4 | $3.06K | Hold |
50
| – | – | ﹤0.01% | 1964 |
|
2024
Q3 | $3.05K | Hold |
50
| – | – | ﹤0.01% | 1942 |
|
2024
Q2 | $2.55K | Buy |
+50
| New | +$2.55K | ﹤0.01% | 1998 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 2955 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 2909 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 2914 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 2915 |
|