Creative Planning’s Shore Bancshares SHBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
92,651
+43,890
| +90% | +$690K | ﹤0.01% | 1554 |
|
|
2025
Q1 | $660K | Buy |
48,761
+7,660
| +19% | +$104K | ﹤0.01% | 2048 |
|
|
2024
Q4 | $651K | Buy |
41,101
+3,427
| +9% | +$54.3K | ﹤0.01% | 1976 |
|
|
2024
Q3 | $527K | Buy |
37,674
+8,831
| +31% | +$124K | ﹤0.01% | 2060 |
|
|
2024
Q2 | $330K | Sell |
28,843
-2,453
| -8% | -$28.1K | ﹤0.01% | 2262 |
|
|
2024
Q1 | $360K | Buy |
31,296
+2,528
| +9% | +$29.1K | ﹤0.01% | 2091 |
|
|
2023
Q4 | $410K | Sell |
28,768
-11,267
| -28% | -$161K | ﹤0.01% | 1840 |
|
|
2023
Q3 | $421K | Buy |
40,035
+11,270
| +39% | +$119K | ﹤0.01% | 1673 |
|
|
2023
Q2 | $333K | Buy |
28,765
+1
| +0% | +$12 | ﹤0.01% | 1821 |
|
|
2023
Q1 | $411K | Buy |
28,764
+1
| +0% | +$14 | ﹤0.01% | 1597 |
|
|
2022
Q4 | $501K | Buy |
28,763
+1
| +0% | +$17 | ﹤0.01% | 1419 |
|
|
2022
Q3 | $498K | Buy |
28,762
+1
| +0% | +$17 | ﹤0.01% | 1327 |
|
|
2022
Q2 | $532K | Buy |
28,761
+127
| +0.4% | +$2.35K | ﹤0.01% | 1273 |
|
|
2022
Q1 | $586K | Hold |
28,634
| – | – | ﹤0.01% | 1245 |
|
|
2021
Q4 | $597K | Buy |
+28,634
| New | +$597K | ﹤0.01% | 1208 |
|
|
2017
Q3 | – | Sell |
-2,138
| Closed | -$35K | – | 3305 |
|
|
2017
Q2 | $35K | Hold |
2,138
| – | – | ﹤0.01% | 2773 |
|
|
2017
Q1 | $36K | Buy |
+2,138
| New | +$36K | ﹤0.01% | 2685 |
|