Steward Partners Investment Advisory’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 | $23.9K | Hold |
400
| – | – | ﹤0.01% | 2836 |
|
|
2025
Q1 | $22.4K | Hold |
400
| – | – | ﹤0.01% | 2759 |
|
|
2024
Q4 | $24.9K | Hold |
400
| – | – | ﹤0.01% | 2680 |
|
|
2024
Q3 | $24.4K | Hold |
400
| – | – | ﹤0.01% | 2575 |
|
|
2024
Q2 | $20.4K | Hold |
400
| – | – | ﹤0.01% | 2533 |
|
|
2024
Q1 | $22.4K | Hold |
400
| – | – | ﹤0.01% | 2474 |
|
|
2023
Q4 | $25.2K | Hold |
400
| – | – | ﹤0.01% | 2299 |
|
|
2023
Q3 | $18.6K | Hold |
400
| – | – | ﹤0.01% | 2343 |
|
|
2023
Q2 | $25.7K | Buy |
+400
| New | +$25.7K | ﹤0.01% | 2171 |
|