Diversify Advisory Services’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 | $322K | Buy |
20,294
+166
| +0.8% | +$2.64K | 0.01% | 666 |
|
|
2025
Q1 | $283K | Buy |
20,128
+159
| +0.8% | +$2.24K | 0.02% | 512 |
|
|
2024
Q4 | $294K | Buy |
19,969
+144
| +0.7% | +$2.12K | 0.02% | 488 |
|
|
2024
Q3 | $284K | Buy |
19,825
+166
| +0.8% | +$2.38K | 0.02% | 514 |
|
|
2024
Q2 | $223K | Buy |
19,659
+208
| +1% | +$2.36K | 0.01% | 579 |
|
|
2024
Q1 | $216K | Buy |
+19,451
| New | +$216K | 0.01% | 595 |
|