Rothschild Investment LLC’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	$597	Sell	10 -20	-67%	-$1.19K	﹤0.01%	2679
2025 Q1	$1.68K	Buy	30 +10	+50%	+$561	﹤0.01%	2003
2024 Q4	$1.25K	Buy	+20	New	+$1.25K	﹤0.01%	2077