HighTower Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$257K Sell
2024
Q2
$235K Buy
2024
Q1
$256K Buy
2023
Q4
$283K Hold
2023
Q3
$209K Sell
2023
Q2
$2.4M Buy