Congress Asset Management’s Sandy Spring Bancorp Inc SASR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-178,400
| Closed | -$4.99M | – | 405 |
|
|
2025
Q1 | $4.99M | Sell |
178,400
-13,141
| -7% | -$367K | 0.04% | 227 |
|
|
2024
Q4 | $6.46M | Buy |
191,541
+12,951
| +7% | +$437K | 0.04% | 220 |
|
|
2024
Q3 | $5.6M | Sell |
178,590
-1,777
| -1% | -$55.7K | 0.04% | 220 |
|
|
2024
Q2 | $4.39M | Buy |
180,367
+6,585
| +4% | +$160K | 0.03% | 234 |
|
|
2024
Q1 | $4.03M | Sell |
173,782
-13,029
| -7% | -$302K | 0.03% | 238 |
|
|
2023
Q4 | $5.09M | Buy |
186,811
+363
| +0.2% | +$9.89K | 0.04% | 236 |
|
|
2023
Q3 | $4M | Buy |
186,448
+256
| +0.1% | +$5.49K | 0.04% | 236 |
|
|
2023
Q2 | $4.22M | Buy |
186,192
+1,756
| +1% | +$39.8K | 0.04% | 225 |
|
|
2023
Q1 | $4.79M | Buy |
184,436
+9,752
| +6% | +$253K | 0.04% | 220 |
|
|
2022
Q4 | $6.15M | Buy |
174,684
+1,874
| +1% | +$66K | 0.06% | 198 |
|
|
2022
Q3 | $6.09M | Buy |
172,810
+1,947
| +1% | +$68.6K | 0.07% | 191 |
|
|
2022
Q2 | $6.68M | Sell |
170,863
-1,672
| -1% | -$65.3K | 0.06% | 185 |
|
|
2022
Q1 | $7.75M | Buy |
172,535
+9,247
| +6% | +$415K | 0.07% | 188 |
|
|
2021
Q4 | $7.85M | Buy |
163,288
+49
| +0% | +$2.36K | 0.06% | 186 |
|
|
2021
Q3 | $7.48M | Sell |
163,239
-951
| -0.6% | -$43.6K | 0.06% | 189 |
|
|
2021
Q2 | $7.25M | Buy |
164,190
+25,126
| +18% | +$1.11M | 0.06% | 184 |
|
|
2021
Q1 | $6.04M | Buy |
139,064
+24,945
| +22% | +$1.08M | 0.05% | 195 |
|
|
2020
Q4 | $3.67M | Sell |
114,119
-5,780
| -5% | -$186K | 0.03% | 208 |
|
|
2020
Q3 | $2.77M | Hold |
119,899
| – | – | 0.03% | 212 |
|
|
2020
Q2 | $2.97M | Buy |
119,899
+2,790
| +2% | +$69.1K | 0.04% | 202 |
|
|
2020
Q1 | $2.65M | Sell |
117,109
-2,385
| -2% | -$54K | 0.04% | 191 |
|
|
2019
Q4 | $4.53M | Sell |
119,494
-29,515
| -20% | -$1.12M | 0.06% | 177 |
|
|
2019
Q3 | $5.02M | Hold |
149,009
| – | – | 0.06% | 169 |
|
|
2019
Q2 | $5.2M | Buy |
149,009
+60,894
| +69% | +$2.12M | 0.07% | 178 |
|
|
2019
Q1 | $2.76M | Sell |
88,115
-1,100
| -1% | -$34.4K | 0.04% | 243 |
|
|
2018
Q4 | $2.8M | Buy |
89,215
+35,695
| +67% | +$1.12M | 0.04% | 239 |
|
|
2018
Q3 | $2.1M | Buy |
53,520
+5,715
| +12% | +$225K | 0.03% | 273 |
|
|
2018
Q2 | $1.96M | Buy |
47,805
+28,935
| +153% | +$1.19M | 0.03% | 268 |
|
|
2018
Q1 | $731K | Buy |
+18,870
| New | +$731K | 0.01% | 327 |
|