GI
SHBI icon

GAMMA Investing’s Shore Bancshares SHBI Stock Holding History

GAMMA Investing’s Portfolio SHBI Stock Details SHBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67.6K Buy
2,944
+219
+8% +$4.46K ﹤0.01% 2100
2026
Q1 		$50.9K Buy
2,725
+278
+11% +$5.17K ﹤0.01% 2164
2025
Q4 		$43.3K Buy
2,447
+335
+16% +$5.62K ﹤0.01% 2164
2025
Q3 		$34.7K Buy
2,112
+219
+12% +$3.61K ﹤0.01% 2221
2025
Q2 		$29.8K Buy
1,893
+499
+36% +$7.02K ﹤0.01% 2255
2025
Q1 		$18.9K Sell
1,394
-215
-13% -$3.24K ﹤0.01% 2414
2024
Q4 		$25.5K Buy
1,609
+559
+53% +$8.66K ﹤0.01% 2138
2024
Q3 		$14.7K Buy
1,050
+437
+71% +$5.86K ﹤0.01% 2278
2024
Q2 		$7.02K Sell
613
-542
-47% -$5.88K ﹤0.01% 2418
2024
Q1 		$13.3K Sell
1,155
-241
-17% -$2.89K ﹤0.01% 1892
2023
Q4 		$18.1K Buy
+1,396
New +$16.5K ﹤0.01% 1569

Other funds holding SHBI

HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return