CIC Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $343K | Hold |
10,943
| – | – | 0.09% | 123 |
|
|
2024
Q2 | $267K | Hold |
10,943
| – | – | 0.07% | 135 |
|
|
2024
Q1 | $254K | Hold |
10,943
| – | – | 0.07% | 139 |
|
|
2023
Q4 | $298K | Hold |
10,943
| – | – | 0.09% | 120 |
|
|
2023
Q3 | $235K | Hold |
10,943
| – | – | 0.08% | 131 |
|
|
2023
Q2 | $248K | Buy |
10,943
+1,000
| +10% | +$22.7K | 0.09% | 132 |
|
|
2023
Q1 | $258K | Hold |
9,943
| – | – | 0.1% | 128 |
|
|
2022
Q4 | $350K | Buy |
+9,943
| New | +$350K | 0.14% | 107 |
|