Court Place Advisors’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 |
-8,776
| Closed | -$245K | – | 153 |
|
|
2025
Q1 | $245K | Hold |
8,776
| – | – | 0.08% | 135 |
|
|
2024
Q4 | $296K | Sell |
8,776
-1,999
| -19% | -$67.4K | 0.1% | 126 |
|
|
2024
Q3 | $338K | Hold |
10,775
| – | – | 0.1% | 128 |
|
|
2024
Q2 | $262K | Buy |
10,775
+676
| +7% | +$16.5K | 0.08% | 138 |
|
|
2024
Q1 | $234K | Sell |
10,099
-376
| -4% | -$8.72K | 0.08% | 144 |
|
|
2023
Q4 | $285K | Sell |
10,475
-1,700
| -14% | -$46.3K | 0.09% | 135 |
|
|
2023
Q3 | $261K | Buy |
12,175
+300
| +3% | +$6.43K | 0.09% | 139 |
|
|
2023
Q2 | $269K | Buy |
11,875
+300
| +3% | +$6.8K | 0.09% | 138 |
|
|
2023
Q1 | $301K | Buy |
11,575
+300
| +3% | +$7.79K | 0.11% | 130 |
|
|
2022
Q4 | $397K | Buy |
11,275
+300
| +3% | +$10.6K | 0.14% | 117 |
|
|
2022
Q3 | $387K | Hold |
10,975
| – | – | 0.16% | 111 |
|
|
2022
Q2 | $429K | Buy |
10,975
+1,200
| +12% | +$46.9K | 0.16% | 109 |
|
|
2022
Q1 | $439K | Buy |
9,775
+300
| +3% | +$13.5K | 0.14% | 115 |
|
|
2021
Q4 | $456K | Hold |
9,475
| – | – | 0.13% | 119 |
|
|
2021
Q3 | $434K | Hold |
9,475
| – | – | 0.13% | 121 |
|
|
2021
Q2 | $418K | Hold |
9,475
| – | – | 0.12% | 129 |
|
|
2021
Q1 | $412K | Hold |
9,475
| – | – | 0.13% | 124 |
|
|
2020
Q4 | $305K | Buy |
9,475
+676
| +8% | +$21.8K | 0.1% | 138 |
|
|
2020
Q3 | $203K | Hold |
8,799
| – | – | 0.08% | 158 |
|
|
2020
Q2 | $218K | Buy |
+8,799
| New | +$218K | 0.08% | 153 |
|
|
2020
Q1 | – | Sell |
-6,099
| Closed | -$231K | – | 179 |
|
|
2019
Q4 | $231K | Buy |
+6,099
| New | +$231K | 0.08% | 164 |
|
|
2017
Q4 | – | Sell |
-4,815
| Closed | -$200K | – | 174 |
|
|
2017
Q3 | $200K | Buy |
+4,815
| New | +$200K | 0.09% | 162 |
|