SASR
CAPTRUST Financial Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,051
| Closed | -$233K | – | 2260 |
|
|
2024
Q1 | $233K | Sell |
10,051
-9,848
| -49% | -$228K | ﹤0.01% | 1920 |
|
|
2023
Q4 | $542K | Buy |
19,899
+4,930
| +33% | +$134K | ﹤0.01% | 1684 |
|
|
2023
Q3 | $321K | Buy |
14,969
+2,879
| +24% | +$61.7K | ﹤0.01% | 1949 |
|
|
2023
Q2 | $274K | Sell |
12,090
-691
| -5% | -$15.7K | ﹤0.01% | 2043 |
|
|
2023
Q1 | $332K | Sell |
12,781
-651
| -5% | -$16.9K | ﹤0.01% | 1674 |
|
|
2022
Q4 | $473K | Buy |
13,432
+304
| +2% | +$10.7K | ﹤0.01% | 1370 |
|
|
2022
Q3 | $463K | Buy |
13,128
+194
| +1% | +$6.84K | ﹤0.01% | 1287 |
|
|
2022
Q2 | $505K | Sell |
12,934
-84
| -0.6% | -$3.28K | ﹤0.01% | 1144 |
|
|
2022
Q1 | $585K | Buy |
13,018
+83
| +0.6% | +$3.73K | ﹤0.01% | 1079 |
|
|
2021
Q4 | $622K | Buy |
12,935
+11,974
| +1,246% | +$576K | ﹤0.01% | 1017 |
|
|
2021
Q3 | $44K | Buy |
961
+323
| +51% | +$14.8K | ﹤0.01% | 2662 |
|
|
2021
Q2 | $28K | Hold |
638
| – | – | ﹤0.01% | 2896 |
|
|
2021
Q1 | $28K | Buy |
+638
| New | +$28K | ﹤0.01% | 2798 |
|
|
2019
Q1 | – | Sell |
-463
| Closed | -$15K | – | 1911 |
|
|
2018
Q4 | $15K | Hold |
463
| – | – | ﹤0.01% | 1114 |
|
|
2018
Q3 | $18K | Hold |
463
| – | – | ﹤0.01% | 1051 |
|
|
2018
Q2 | $19K | Buy |
+463
| New | +$19K | ﹤0.01% | 977 |
|