Steward Partners Investment Advisory’s Bar Harbor Bankshares BHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.7K | Buy |
2,861
+3
| +0.1% | +$90 | ﹤0.01% | 2205 |
|
|
2025
Q1 | $84.3K | Buy |
2,858
+3
| +0.1% | +$89 | ﹤0.01% | 2108 |
|
|
2024
Q4 | $87.3K | Buy |
2,855
+576
| +25% | +$17.6K | ﹤0.01% | 2050 |
|
|
2024
Q3 | $70.3K | Buy |
2,279
+2
| +0.1% | +$62 | ﹤0.01% | 2055 |
|
|
2024
Q2 | $61.2K | Buy |
2,277
+4
| +0.2% | +$108 | ﹤0.01% | 2004 |
|
|
2024
Q1 | $60.2K | Buy |
2,273
+3
| +0.1% | +$79 | ﹤0.01% | 2013 |
|
|
2023
Q4 | $66.7K | Buy |
2,270
+252
| +12% | +$7.4K | ﹤0.01% | 1852 |
|
|
2023
Q3 | $47.7K | Sell |
2,018
-157
| -7% | -$3.71K | ﹤0.01% | 1934 |
|
|
2023
Q2 | $53.6K | Sell |
2,175
-1,942
| -47% | -$47.9K | ﹤0.01% | 1852 |
|
|
2023
Q1 | $109K | Hold |
4,117
| – | – | ﹤0.01% | 1552 |
|
|
2022
Q4 | $132K | Hold |
4,117
| – | – | ﹤0.01% | 1431 |
|
|
2022
Q3 | $109K | Hold |
4,117
| – | – | ﹤0.01% | 1456 |
|
|
2022
Q2 | $106K | Hold |
4,117
| – | – | ﹤0.01% | 1462 |
|
|
2022
Q1 | $118K | Hold |
4,117
| – | – | ﹤0.01% | 1539 |
|
|
2021
Q4 | $119K | Buy |
4,117
+192
| +5% | +$5.55K | ﹤0.01% | 1523 |
|
|
2021
Q3 | $110K | Hold |
3,925
| – | – | ﹤0.01% | 1505 |
|
|
2021
Q2 | $112K | Hold |
3,925
| – | – | ﹤0.01% | 2067 |
|
|
2021
Q1 | $115K | Hold |
3,925
| – | – | ﹤0.01% | 1548 |
|
|
2020
Q4 | $89K | Buy |
3,925
+223
| +6% | +$5.06K | ﹤0.01% | 1410 |
|
|
2020
Q3 | $76K | Buy |
+3,702
| New | +$76K | ﹤0.01% | 1324 |
|