Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $45.8K | Hold |
1,500
| – | – | 0.01% | 97 |
|
|
2024
Q2 | $36.5K | Hold |
1,500
| – | – | 0.01% | 101 |
|
|
2024
Q1 | $32.3K | Hold |
1,500
| – | – | 0.01% | 110 |
|
|
2023
Q4 | $39.6K | Hold |
1,500
| – | – | 0.01% | 104 |
|
|
2023
Q3 | $32.1K | Hold |
1,500
| – | – | 0.01% | 102 |
|
|
2023
Q2 | $34K | Hold |
1,500
| – | – | 0.01% | 96 |
|
|
2023
Q1 | $39K | Hold |
1,500
| – | – | 0.01% | 86 |
|
|
2022
Q4 | $52.8K | Hold |
1,500
| – | – | 0.02% | 81 |
|
|
2022
Q3 | $52.9K | Hold |
1,500
| – | – | 0.02% | 77 |
|
|
2022
Q2 | $58.6K | Sell |
1,500
-500
| -25% | -$19.5K | 0.02% | 82 |
|
|
2022
Q1 | $89.8K | Hold |
2,000
| – | – | 0.03% | 77 |
|
|
2021
Q4 | $96.2K | Hold |
2,000
| – | – | 0.04% | 61 |
|
|
2021
Q3 | $91.6K | Hold |
2,000
| – | – | 0.04% | 55 |
|
|
2021
Q2 | $88.3K | Hold |
2,000
| – | – | 0.04% | 55 |
|
|
2021
Q1 | $86.9K | Sell |
2,000
-500
| -20% | -$21.7K | 0.04% | 50 |
|
|
2020
Q4 | $80.5K | Sell |
2,500
-1,570
| -39% | -$50.5K | 0.04% | 48 |
|
|
2020
Q3 | $93.9K | Hold |
4,070
| – | – | 0.06% | 42 |
|
|
2020
Q2 | $101K | Buy |
+4,070
| New | +$101K | 0.07% | 39 |
|