NewEdge Advisors’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	$10.1K	Buy	+169	New	+$10.1K	﹤0.01%	3214
2025 Q1	–	Sell	-2	Closed	-$127	–	3969
2024 Q4	$127	Hold	2	–	–	﹤0.01%	3768
2024 Q3	$123	Hold	2	–	–	﹤0.01%	3711
2024 Q2	$102	Buy	+2	New	+$102	﹤0.01%	3688