Heritage Wealth Advisors’s Blue Ridge Bankshares BRBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
78,305
| – | – | 0.01% | 177 |
|
|
2025
Q1 | $255K | Hold |
78,305
| – | – | 0.01% | 178 |
|
|
2024
Q4 | $252K | Hold |
78,305
| – | – | 0.01% | 182 |
|
|
2024
Q3 | $219K | Hold |
78,305
| – | – | 0.01% | 204 |
|
|
2024
Q2 | $204K | Hold |
78,305
| – | – | 0.01% | 199 |
|
|
2024
Q1 | $211K | Sell |
78,305
-500
| -0.6% | -$1.35K | 0.01% | 206 |
|
|
2023
Q4 | $239K | Sell |
78,805
-70,928
| -47% | -$215K | 0.01% | 197 |
|
|
2023
Q3 | $677K | Hold |
149,733
| – | – | 0.04% | 106 |
|
|
2023
Q2 | $1.33M | Buy |
149,733
+2
| +0% | +$18 | 0.07% | 67 |
|
|
2023
Q1 | $1.53M | Buy |
149,731
+1
| +0% | +$10 | 0.09% | 61 |
|
|
2022
Q4 | $1.87M | Buy |
149,730
+141,683
| +1,761% | +$1.77M | 0.11% | 59 |
|
|
2022
Q3 | $102K | Hold |
8,047
| – | – | 0.01% | 249 |
|
|
2022
Q2 | $123K | Hold |
8,047
| – | – | 0.01% | 242 |
|
|
2022
Q1 | $122K | Hold |
8,047
| – | – | 0.01% | 232 |
|
|
2021
Q4 | $144K | Hold |
8,047
| – | – | 0.01% | 230 |
|
|
2021
Q3 | $142K | Sell |
8,047
-7,500
| -48% | -$132K | 0.01% | 225 |
|
|
2021
Q2 | $272K | Sell |
15,547
-1
| -0% | -$18 | 0.02% | 179 |
|
|
2021
Q1 | $227K | Buy |
+15,548
| New | +$227K | 0.01% | 193 |
|