Heritage Wealth Advisors’s Shore Bancshares SHBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7K | Hold |
1,000
| – | – | ﹤0.01% | 394 |
|
|
2025
Q1 | $13.5K | Hold |
1,000
| – | – | ﹤0.01% | 404 |
|
|
2024
Q4 | $15.9K | Hold |
1,000
| – | – | ﹤0.01% | 405 |
|
|
2024
Q3 | $14K | Buy |
+1,000
| New | +$14K | ﹤0.01% | 423 |
|
|
2024
Q2 | – | Sell |
-3,449
| Closed | -$39.7K | – | 533 |
|
|
2024
Q1 | $39.7K | Sell |
3,449
-1,546
| -31% | -$17.8K | ﹤0.01% | 349 |
|
|
2023
Q4 | $71.2K | Hold |
4,995
| – | – | ﹤0.01% | 304 |
|
|
2023
Q3 | $52.5K | Buy |
+4,995
| New | +$52.5K | ﹤0.01% | 295 |
|