A detailed history of Creative Planning transactions in Shore Bancshares Inc stock. As of the latest transaction made, Creative Planning holds 28,843 shares of SHBI stock, worth $396,879. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28,843
Previous 31,296 7.84%
Holding current value
$396,879
Previous $359,000 8.08%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$10.08 - $11.67 $24,726 - $28,626
-2,453 Reduced 7.84%
28,843 $330,000
Q1 2024

May 10, 2024

BUY
$10.71 - $14.1 $27,074 - $35,644
2,528 Added 8.79%
31,296 $359,000
Q4 2023

Feb 14, 2024

SELL
$9.91 - $14.41 $111,655 - $162,357
-11,267 Reduced 28.14%
28,768 $409,000
Q3 2023

Nov 16, 2023

BUY
$10.3 - $13.2 $116,081 - $148,764
11,270 Added 39.18%
40,035 $421,000
Q2 2023

Jul 21, 2023

BUY
$10.75 - $14.25 $10 - $14
1 Added 0.0%
28,765 $332,000
Q1 2023

May 15, 2023

BUY
$14.14 - $18.02 $14 - $18
1 Added 0.0%
28,764 $410,000
Q4 2022

Feb 10, 2023

BUY
$17.2 - $20.25 $17 - $20
1 Added 0.0%
28,763 $501,000
Q3 2022

Nov 03, 2022

BUY
$17.32 - $20.39 $17 - $20
1 Added 0.0%
28,762 $498,000
Q2 2022

Aug 15, 2022

BUY
$17.91 - $20.94 $2,274 - $2,659
127 Added 0.44%
28,761 $532,000
Q4 2021

Feb 11, 2022

BUY
$17.64 - $20.85 $505,103 - $597,018
28,634 New
28,634 $597,000

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 $273M
  • 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
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