Cerity Partners’s Sandy Spring Bancorp Inc SASR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27,774
| Closed | -$776K | – | 2781 |
|
|
2025
Q1 | $776K | Buy |
27,774
+1,191
| +4% | +$33.3K | ﹤0.01% | 1539 |
|
|
2024
Q4 | $895K | Buy |
26,583
+374
| +1% | +$12.6K | ﹤0.01% | 1471 |
|
|
2024
Q3 | $822K | Buy |
26,209
+832
| +3% | +$26.1K | ﹤0.01% | 1499 |
|
|
2024
Q2 | $618K | Buy |
+25,377
| New | +$618K | ﹤0.01% | 1445 |
|
|
2024
Q1 | – | Sell |
-21,376
| Closed | -$582K | – | 2363 |
|
|
2023
Q4 | $582K | Hold |
21,376
| – | – | ﹤0.01% | 1202 |
|
|
2023
Q3 | $458K | Hold |
21,376
| – | – | ﹤0.01% | 1009 |
|
|
2023
Q2 | $485K | Sell |
21,376
-32
| -0.1% | -$726 | ﹤0.01% | 1197 |
|
|
2023
Q1 | $556K | Sell |
21,408
-204
| -0.9% | -$5.3K | ﹤0.01% | 1245 |
|
|
2022
Q4 | $761K | Buy |
+21,612
| New | +$761K | ﹤0.01% | 775 |
|