Occudo Quantitative Strategies’s Burke & Herbert Financial Services Corp BHRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,396
| Closed | -$212K | – | 663 |
|
|
2024
Q4 | $212K | Sell |
3,396
-2,962
| -47% | -$185K | 0.04% | 563 |
|
|
2024
Q3 | $388K | Buy |
+6,358
| New | +$388K | 0.07% | 355 |
|
|
2024
Q1 | – | Sell |
-3,701
| Closed | -$233K | – | 748 |
|
|
2023
Q4 | $233K | Buy |
+3,701
| New | +$233K | 0.03% | 614 |
|