Heritage Wealth Advisors’s Blue Ridge Bankshares BRBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $252K | Hold |
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|
2024
Q3 | $219K | Hold |
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|
2024
Q2 | $204K | Hold |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $677K | Hold |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.53M | Buy |
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|
2022
Q4 | $1.87M | Buy |
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|
2022
Q3 | $102K | Hold |
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|
2022
Q2 | $123K | Hold |
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|
2022
Q1 | $122K | Hold |
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|
2021
Q4 | $144K | Hold |
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|
2021
Q3 | $142K | Sell |
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|
2021
Q2 | $272K | Sell |
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|
2021
Q1 | $227K | Buy |
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