Envestnet 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 |
-17,405
| Closed | -$486K | – | 4602 |
|
|
2025
Q1 | $486K | Sell |
17,405
-525
| -3% | -$14.7K | ﹤0.01% | 3644 |
|
|
2024
Q4 | $604K | Sell |
17,930
-300
| -2% | -$10.1K | ﹤0.01% | 3478 |
|
|
2024
Q3 | $572K | Sell |
18,230
-1,034
| -5% | -$32.4K | ﹤0.01% | 3477 |
|
|
2024
Q2 | $469K | Buy |
19,264
+2,539
| +15% | +$61.9K | ﹤0.01% | 3495 |
|
|
2024
Q1 | $388K | Sell |
16,725
-281
| -2% | -$6.51K | ﹤0.01% | 3581 |
|
|
2023
Q4 | $463K | Sell |
17,006
-145
| -0.8% | -$3.95K | ﹤0.01% | 3372 |
|
|
2023
Q3 | $368K | Buy |
17,151
+2,571
| +18% | +$55.1K | ﹤0.01% | 3418 |
|
|
2023
Q2 | $331K | Sell |
14,580
-7,528
| -34% | -$171K | ﹤0.01% | 3437 |
|
|
2023
Q1 | $574K | Buy |
22,108
+627
| +3% | +$16.3K | ﹤0.01% | 3049 |
|
|
2022
Q4 | $757K | Sell |
21,481
-778
| -3% | -$27.4K | ﹤0.01% | 2840 |
|
|
2022
Q3 | $785K | Sell |
22,259
-2,502
| -10% | -$88.2K | ﹤0.01% | 2749 |
|
|
2022
Q2 | $967K | Buy |
24,761
+12
| +0% | +$469 | ﹤0.01% | 2618 |
|
|
2022
Q1 | $1.11M | Buy |
24,749
+608
| +3% | +$27.3K | ﹤0.01% | 2589 |
|
|
2021
Q4 | $1.16M | Buy |
24,141
+3,915
| +19% | +$188K | ﹤0.01% | 2532 |
|
|
2021
Q3 | $927K | Sell |
20,226
-80
| -0.4% | -$3.67K | ﹤0.01% | 2600 |
|
|
2021
Q2 | $896K | Sell |
20,306
-427
| -2% | -$18.8K | ﹤0.01% | 2614 |
|
|
2021
Q1 | $900K | Buy |
20,733
+1,280
| +7% | +$55.6K | ﹤0.01% | 2469 |
|
|
2020
Q4 | $626K | Sell |
19,453
-4,063
| -17% | -$131K | ﹤0.01% | 2537 |
|
|
2020
Q3 | $543K | Sell |
23,516
-200
| -0.8% | -$4.62K | ﹤0.01% | 2413 |
|
|
2020
Q2 | $588K | Buy |
23,716
+3,008
| +15% | +$74.6K | ﹤0.01% | 2318 |
|
|
2020
Q1 | $469K | Sell |
20,708
-620
| -3% | -$14K | ﹤0.01% | 2288 |
|
|
2019
Q4 | $808K | Sell |
21,328
-474
| -2% | -$18K | ﹤0.01% | 2164 |
|
|
2019
Q3 | $735K | Buy |
21,802
+7,621
| +54% | +$257K | ﹤0.01% | 2148 |
|
|
2019
Q2 | $495K | Buy |
14,181
+3,084
| +28% | +$108K | ﹤0.01% | 2415 |
|
|
2019
Q1 | $347K | Buy |
11,097
+2,786
| +34% | +$87.1K | ﹤0.01% | 2531 |
|
|
2018
Q4 | $260K | Buy |
+8,311
| New | +$260K | ﹤0.01% | 2510 |
|