A detailed history of Captrust Financial Advisors transactions in Shore Bancshares Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 26,390 shares of SHBI stock, worth $422,503. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,390
Previous 26,319 0.27%
Holding current value
$422,503
Previous $301,000 22.59%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$11.07 - $14.73 $785 - $1,045
71 Added 0.27%
26,390 $369,000
Q2 2024

Aug 14, 2024

BUY
$10.08 - $11.67 $3,517 - $4,072
349 Added 1.34%
26,319 $301,000
Q1 2024

May 15, 2024

BUY
$10.71 - $14.1 $247,593 - $325,963
23,118 Added 810.59%
25,970 $298,000
Q4 2023

Feb 14, 2024

SELL
$9.91 - $14.41 $1,427 - $2,075
-144 Reduced 4.81%
2,852 $40,000
Q3 2023

Nov 14, 2023

BUY
$10.3 - $13.2 $30,858 - $39,547
2,996 New
2,996 $31,000
Q2 2022

Aug 16, 2022

SELL
$17.91 - $20.94 $841 - $984
-47 Reduced 50.0%
47 $1,000
Q4 2021

Feb 14, 2022

SELL
$17.64 - $20.85 $811 - $959
-46 Reduced 32.86%
94 $2,000
Q1 2021

May 17, 2021

BUY
$13.25 - $17.93 $1,855 - $2,510
140 New
140 $2,000

Others Institutions Holding SHBI

About SHORE BANCSHARES INC


  • Ticker SHBI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 19,850,100
  • Market Cap $318M
  • Description
  • Shore Bancshares, Inc. operates as a bank holding company for the Shore United Bank that provides various commercial and consumer banking products and services to individuals, businesses, and other organizations. It offers checking, savings, overnight investment sweep, and money market accounts; and regular and IRA certificates of deposit, as we...
More about SHBI
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.