Creative Planning’s Shore Bancshares SHBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $660K | Buy |
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|
2024
Q4 | $651K | Buy |
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|
2024
Q3 | $527K | Buy |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $360K | Buy |
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|
2023
Q4 | $410K | Sell |
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|
2023
Q3 | $421K | Buy |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $411K | Buy |
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|
2022
Q4 | $501K | Buy |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $532K | Buy |
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|
2022
Q1 | $586K | Hold |
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|
2021
Q4 | $597K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $35K | Hold |
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|
2017
Q1 | $36K | Buy |
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