Creative Planning’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 |
-69,948
| Closed | -$1.96M | – | 3735 |
|
|
2025
Q1 | $1.96M | Buy |
69,948
+1,093
| +2% | +$30.5K | ﹤0.01% | 1188 |
|
|
2024
Q4 | $2.32M | Buy |
68,855
+2,647
| +4% | +$89.2K | ﹤0.01% | 1038 |
|
|
2024
Q3 | $2.08M | Buy |
66,208
+7,024
| +12% | +$220K | ﹤0.01% | 1036 |
|
|
2024
Q2 | $1.44M | Buy |
59,184
+2,701
| +5% | +$65.8K | ﹤0.01% | 1161 |
|
|
2024
Q1 | $1.31M | Sell |
56,483
-5,097
| -8% | -$118K | ﹤0.01% | 1167 |
|
|
2023
Q4 | $1.68M | Buy |
61,580
+22,909
| +59% | +$624K | ﹤0.01% | 979 |
|
|
2023
Q3 | $829K | Buy |
38,671
+271
| +0.7% | +$5.81K | ﹤0.01% | 1263 |
|
|
2023
Q2 | $871K | Buy |
38,400
+4,897
| +15% | +$111K | ﹤0.01% | 1203 |
|
|
2023
Q1 | $870K | Buy |
33,503
+2,841
| +9% | +$73.8K | ﹤0.01% | 1146 |
|
|
2022
Q4 | $1.08M | Buy |
30,662
+1,359
| +5% | +$47.9K | ﹤0.01% | 989 |
|
|
2022
Q3 | $1.03M | Buy |
29,303
+1,626
| +6% | +$57.3K | ﹤0.01% | 950 |
|
|
2022
Q2 | $1.08M | Buy |
27,677
+25
| +0.1% | +$976 | ﹤0.01% | 938 |
|
|
2022
Q1 | $1.24M | Sell |
27,652
-1,100
| -4% | -$49.4K | ﹤0.01% | 887 |
|
|
2021
Q4 | $1.38M | Sell |
28,752
-1,133
| -4% | -$54.5K | ﹤0.01% | 815 |
|
|
2021
Q3 | $1.37M | Sell |
29,885
-5,920
| -17% | -$271K | ﹤0.01% | 810 |
|
|
2021
Q2 | $1.58M | Buy |
35,805
+8,226
| +30% | +$363K | ﹤0.01% | 761 |
|
|
2021
Q1 | $1.2M | Hold |
27,579
| – | – | ﹤0.01% | 932 |
|
|
2020
Q4 | $888K | Buy |
27,579
+103
| +0.4% | +$3.32K | ﹤0.01% | 1001 |
|
|
2020
Q3 | $634K | Hold |
27,476
| – | – | ﹤0.01% | 996 |
|
|
2020
Q2 | $681K | Sell |
27,476
-1,000
| -4% | -$24.8K | ﹤0.01% | 890 |
|
|
2020
Q1 | $645K | Sell |
28,476
-35,069
| -55% | -$794K | ﹤0.01% | 818 |
|
|
2019
Q4 | $2.41M | Sell |
63,545
-9,350
| -13% | -$354K | 0.01% | 458 |
|
|
2019
Q3 | $2.46M | Sell |
72,895
-5,560
| -7% | -$187K | 0.01% | 435 |
|
|
2019
Q2 | $2.74M | Sell |
78,455
-2,000
| -2% | -$69.8K | 0.01% | 412 |
|
|
2019
Q1 | $2.52M | Sell |
80,455
-7,000
| -8% | -$219K | 0.01% | 403 |
|
|
2018
Q4 | $2.74M | Hold |
87,455
| – | – | 0.01% | 361 |
|
|
2018
Q3 | $3.44M | Sell |
87,455
-1,000
| -1% | -$39.3K | 0.01% | 349 |
|
|
2018
Q2 | $3.63M | Sell |
88,455
-22
| -0% | -$902 | 0.01% | 326 |
|
|
2018
Q1 | $3.43M | Buy |
88,477
+81,376
| +1,146% | +$3.15M | 0.01% | 328 |
|
|
2017
Q4 | $277K | Sell |
7,101
-1,503
| -17% | -$58.6K | ﹤0.01% | 1401 |
|
|
2017
Q3 | $357K | Hold |
8,604
| – | – | ﹤0.01% | 1219 |
|
|
2017
Q2 | $350K | Hold |
8,604
| – | – | ﹤0.01% | 1188 |
|
|
2017
Q1 | $353K | Buy |
8,604
+1,503
| +21% | +$61.7K | ﹤0.01% | 1165 |
|
|
2016
Q4 | $284K | Buy |
7,101
+6
| +0.1% | +$240 | ﹤0.01% | 1210 |
|
|
2016
Q3 | $217K | Hold |
7,095
| – | – | ﹤0.01% | 1358 |
|
|
2016
Q2 | $206K | Hold |
7,095
| – | – | ﹤0.01% | 1236 |
|
|
2016
Q1 | $197K | Buy |
+7,095
| New | +$197K | ﹤0.01% | 1222 |
|