GeoWealth Management’s Bar Harbor Bankshares BHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-35	Closed	-$1.07K	–	1131
2024 Q4	$1.07K	Buy	35 +19	+119%	+$581	﹤0.01%	1692
2024 Q3	$493	Buy	+16	New	+$493	﹤0.01%	1632