Journey Strategic Wealth’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 | $38.8K | Hold |
10,816
| – | – | ﹤0.01% | 659 |
|
|
2025
Q1 | $35.3K | Hold |
10,816
| – | – | ﹤0.01% | 501 |
|
|
2024
Q4 | $34.8K | Hold |
10,816
| – | – | ﹤0.01% | 499 |
|
|
2024
Q3 | $30.3K | Hold |
10,816
| – | – | ﹤0.01% | 506 |
|
|
2024
Q2 | $28.2K | Hold |
10,816
| – | – | ﹤0.01% | 398 |
|
|
2024
Q1 | $29.1K | Buy |
+10,816
| New | +$29.1K | ﹤0.01% | 316 |
|
|
2023
Q4 | – | Sell |
-12,249
| Closed | -$55.4K | – | 238 |
|
|
2023
Q3 | $55.4K | Hold |
12,249
| – | – | ﹤0.01% | 200 |
|
|
2023
Q2 | $108K | Sell |
12,249
-56
| -0.5% | -$496 | ﹤0.01% | 190 |
|
|
2023
Q1 | $126K | Buy |
12,305
+22
| +0.2% | +$224 | 0.01% | 241 |
|
|
2022
Q4 | $153K | Buy |
+12,283
| New | +$153K | 0.02% | 226 |
|