EverSource Wealth Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-208
| Closed | -$5.81K | – | 4404 |
|
|
2025
Q1 | $5.81K | Sell |
208
-29
| -12% | -$810 | ﹤0.01% | 2420 |
|
|
2024
Q4 | $7.99K | Buy |
237
+14
| +6% | +$472 | ﹤0.01% | 2116 |
|
|
2024
Q3 | $6.99K | Buy |
223
+12
| +6% | +$376 | ﹤0.01% | 2069 |
|
|
2024
Q2 | $6.46K | Hold |
211
| – | – | ﹤0.01% | 2108 |
|
|
2024
Q1 | $4.32K | Buy |
211
+49
| +30% | +$1K | ﹤0.01% | 2116 |
|
|
2023
Q4 | $4.41K | Buy |
162
+116
| +252% | +$3.16K | ﹤0.01% | 1908 |
|
|
2023
Q3 | $986 | Buy |
+46
| New | +$986 | ﹤0.01% | 2224 |
|