Congress Wealth Management’s Bar Harbor Bankshares BHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,885
| Closed | -$233K | – | 1182 |
|
|
2025
Q1 | $233K | Sell |
7,885
-7,521
| -49% | -$222K | ﹤0.01% | 1004 |
|
|
2024
Q4 | $471K | Buy |
15,406
+7,445
| +94% | +$228K | 0.01% | 653 |
|
|
2024
Q3 | $246K | Buy |
7,961
+26
| +0.3% | +$802 | ﹤0.01% | 779 |
|
|
2024
Q2 | $213K | Buy |
7,935
+29
| +0.4% | +$780 | ﹤0.01% | 696 |
|
|
2024
Q1 | $209K | Buy |
7,906
+28
| +0.4% | +$741 | ﹤0.01% | 568 |
|
|
2023
Q4 | $231K | Buy |
+7,878
| New | +$231K | ﹤0.01% | 575 |
|
|
2023
Q2 | – | Sell |
-7,966
| Closed | -$211K | – | 556 |
|
|
2023
Q1 | $211K | Sell |
7,966
-312
| -4% | -$8.25K | 0.01% | 532 |
|
|
2022
Q4 | $265K | Buy |
8,278
+21
| +0.3% | +$673 | 0.01% | 500 |
|
|
2022
Q3 | $219K | Buy |
8,257
+24
| +0.3% | +$637 | 0.01% | 514 |
|
|
2022
Q2 | $213K | Buy |
8,233
+26
| +0.3% | +$673 | 0.01% | 525 |
|
|
2022
Q1 | $235K | Buy |
8,207
+20
| +0.2% | +$573 | 0.01% | 558 |
|
|
2021
Q4 | $237K | Buy |
+8,187
| New | +$237K | ﹤0.01% | 565 |
|