Creative Planning
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Creative Planning’s Bar Harbor Bankshares BHB Stock Holding History

Creative Planning’s Portfolio BHB Stock Details BHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$631K Sell
21,049
-2,130
-9% -$63.8K ﹤0.01% 2253
2025
Q1 		$684K Buy
23,179
+4,971
+27% +$147K ﹤0.01% 2014
2024
Q4 		$557K Buy
18,208
+5,418
+42% +$166K ﹤0.01% 2118
2024
Q3 		$394K Buy
+12,790
New +$394K ﹤0.01% 2305