CA
SASR

Cornerstone Advisory’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
-9,293
Closed -$215K 233
2024
Q1
$215K Sell
9,293
-420
-4% -$9.74K 0.03% 215
2023
Q4
$265K Buy
9,713
+5
+0.1% +$136 0.04% 193
2023
Q3
$208K Hold
9,708
0.04% 205
2023
Q2
$220K Hold
9,708
0.04% 204
2023
Q1
$252K Buy
+9,708
New +$252K 0.05% 187
2022
Q1
Sell
-4,708
Closed -$226K 826
2021
Q4
$226K Buy
+4,708
New +$226K 0.03% 238