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Signature Estate & Investment Advisors’s Shore Bancshares SHBI Stock Holding History

Signature Estate & Investment Advisors’s Portfolio SHBI Stock Details SHBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,594
Closed -$157K – 594
2025
Q1 		$157K Hold
11,594
– – ﹤0.01% 538
2024
Q4 		$184K Hold
11,594
– – ﹤0.01% 522
2024
Q3 		$162K Hold
11,594
– – ﹤0.01% 511
2024
Q2 		$133K Hold
11,594
– – ﹤0.01% 494
2024
Q1 		$133K Hold
11,594
– – ﹤0.01% 174
2023
Q4 		$165K Hold
11,594
– – ﹤0.01% 179
2023
Q3 		$122K Buy
+11,594
New +$132K ﹤0.01% 169

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American Century Companies
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FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
AUB
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Signature Estate & Investment Advisors's SHBI Position: Q2 2025 in Review

Signature Estate & Investment Advisors sold out of Shore Bancshares (SHBI) in Q2 2025, closing a stake of 11,594 shares — an estimated $157K sold.

Signature Estate & Investment Advisors first reported a position in SHBI in Q3 2023 and held it in 7 quarters. The position peaked at $184K in Q4 2024. 152 funds tracked by Wall St. Rank hold SHBI as of Q2 2025.

  • Signature Estate & Investment Advisors reported no remaining Shore Bancshares position as of Q2 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 11,594 Shore Bancshares shares in Q2 2025, an estimated $157K.
  • Signature Estate & Investment Advisors first reported a position in Shore Bancshares in Q3 2023 and held it in 7 quarters.
  • Signature Estate & Investment Advisors's Shore Bancshares position peaked at $184K in Q4 2024.
  • 152 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.