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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,944	Closed	-$302K	–	5167
2024 Q3	$302K	Sell	4,944 -4,137	-46%	-$252K	﹤0.01%	4342
2024 Q2	$463K	Buy	+9,081	New	+$463K	﹤0.01%	3874