Heritage Wealth Advisors’s Shore Bancshares SHBI Stock Holding History

Heritage Wealth Advisors’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
2025 Q2	$15.7K	Hold
2025 Q1	$13.5K	Hold
2024 Q4	$15.8K	Hold
2024 Q3	$14K	Buy
2024 Q2	–	Sell
2024 Q1	$39.7K	Sell
2023 Q4	$71.2K	Hold
2023 Q3	$52.5K	Buy