Janney Montgomery Scott’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 | $342K | Hold |
21,741
| – | – | ﹤0.01% | 2268 |
|
|
2025
Q1 | $294K | Hold |
21,741
| – | – | ﹤0.01% | 2313 |
|
|
2024
Q4 | $345K | Buy |
21,741
+1,984
| +10% | +$31.5K | ﹤0.01% | 2219 |
|
|
2024
Q3 | $276K | Sell |
19,757
-549
| -3% | -$7.67K | ﹤0.01% | 2338 |
|
|
2024
Q2 | $233K | Sell |
20,306
-58
| -0.3% | -$666 | ﹤0.01% | 2363 |
|
|
2024
Q1 | $234K | Sell |
20,364
-413
| -2% | -$4.75K | ﹤0.01% | 2480 |
|
|
2023
Q4 | $296K | Sell |
20,777
-5,776
| -22% | -$82.3K | ﹤0.01% | 2227 |
|
|
2023
Q3 | $279K | Buy |
+26,553
| New | +$279K | ﹤0.01% | 2175 |
|
|
2023
Q2 | – | Sell |
-13,874
| Closed | -$198K | – | 2726 |
|
|
2023
Q1 | $198K | Buy |
+13,874
| New | +$198K | ﹤0.01% | 2292 |
|