Toth Financial Advisory’s Shore Bancshares SHBI Stock Holding History

Toth Financial Advisory’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
2026 Q2	$6.88K	Hold	300	–	–	﹤0.01%	623
2026 Q1	$5.6K	Hold	300	–	–	﹤0.01%	626
2025 Q4	$5.3K	Hold	300	–	–	﹤0.01%	628
2025 Q3	$4.92K	Hold	300	–	–	﹤0.01%	615
2025 Q2	$4.72K	Hold	300	–	–	﹤0.01%	566
2025 Q1	$4.06K	Hold	300	–	–	﹤0.01%	541
2024 Q4	$4.75K	Hold	300	–	–	﹤0.01%	516
2024 Q3	$4.2K	Hold	300	–	–	﹤0.01%	536
2024 Q2	$3.44K	Hold	300	–	–	﹤0.01%	555
2024 Q1	$3.45K	Hold	300	–	–	﹤0.01%	556
2023 Q4	$4.28K	Hold	300	–	–	﹤0.01%	548
2023 Q3	$3.16K	Hold	300	–	–	﹤0.01%	587
2023 Q2	$3.47K	Hold	300	–	–	﹤0.01%	584
2023 Q1	$4.28K	Hold	300	–	–	﹤0.01%	560
2022 Q4	$5.23K	Hold	300	–	–	﹤0.01%	499
2022 Q3	$5K	Hold	300	–	–	﹤0.01%	553
2022 Q2	$6K	Hold	300	–	–	﹤0.01%	491
2022 Q1	$6K	Hold	300	–	–	﹤0.01%	525
2021 Q4	$6K	Hold	300	–	–	﹤0.01%	549
2021 Q3	$5K	Hold	300	–	–	﹤0.01%	560
2021 Q2	$5K	Hold	300	–	–	﹤0.01%	512
2021 Q1	$5K	Hold	300	–	–	﹤0.01%	516
2020 Q4	$4K	Hold	300	–	–	﹤0.01%	479
2020 Q3	$3K	Hold	300	–	–	﹤0.01%	461
2020 Q2	$3K	Hold	300	–	–	﹤0.01%	451
2020 Q1	$3K	Hold	300	–	–	﹤0.01%	367
2019 Q4	$5K	Hold	300	–	–	﹤0.01%	362
2019 Q3	$5K	Hold	300	–	–	﹤0.01%	361
2019 Q2	$5K	Hold	300	–	–	﹤0.01%	374
2019 Q1	$4K	Hold	300	–	–	﹤0.01%	364
2018 Q4	$4K	Hold	300	–	–	﹤0.01%	346
2018 Q3	$5K	Hold	300	–	–	﹤0.01%	360
2018 Q2	$6K	Hold	300	–	–	﹤0.01%	347
2018 Q1	$6K	Hold	300	–	–	﹤0.01%	351
2017 Q4	$5K	Buy	+300	New	+$5.13K	﹤0.01%	364

Other funds holding SHBI

Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return