Stifel Financial’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	$284K	Hold	4,755	–	–	﹤0.01%	3079
2025 Q1	$267K	Hold	4,755	–	–	﹤0.01%	3043
2024 Q4	$297K	Hold	4,755	–	–	﹤0.01%	2965
2024 Q3	$290K	Hold	4,755	–	–	﹤0.01%	2980
2024 Q2	$242K	Buy	+4,755	New	+$242K	﹤0.01%	3019