Impact Partnership Wealth’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
-17,128
Closed -$479K 355
2025
Q1
$479K Buy
17,128
+170
+1% +$4.75K 0.1% 118
2024
Q4
$572K Buy
16,958
+156
+0.9% +$5.26K 0.12% 107
2024
Q3
$527K Buy
16,802
+194
+1% +$6.09K 0.12% 107
2024
Q2
$405K Buy
+16,608
New +$405K 0.11% 131