Moors & Cabot’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Hold |
26,113
| – | – | 0.07% | 246 |
|
|
2025
Q1 | $1.47M | Hold |
26,113
| – | – | 0.07% | 246 |
|
|
2024
Q4 | $1.63M | Sell |
26,113
-1,200
| -4% | -$74.8K | 0.08% | 225 |
|
|
2024
Q3 | $1.67M | Sell |
27,313
-1,559
| -5% | -$95.1K | 0.08% | 218 |
|
|
2024
Q2 | $1.47M | Buy |
28,872
+1,851
| +7% | +$94.4K | 0.08% | 226 |
|
|
2024
Q1 | $1.51M | Sell |
27,021
-3,848
| -12% | -$216K | 0.08% | 226 |
|
|
2023
Q4 | $1.94M | Sell |
30,869
-6,900
| -18% | -$434K | 0.12% | 163 |
|
|
2023
Q3 | $1.75M | Sell |
37,769
-319
| -0.8% | -$14.8K | 0.12% | 167 |
|
|
2023
Q2 | $2.45M | Buy |
+38,088
| New | +$2.45M | 0.16% | 134 |
|