QPWM
SASR

Quadrant Private Wealth 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
-8,074
Closed -$226K 265
2025
Q1
$226K Sell
8,074
-54
-0.7% -$1.51K 0.06% 209
2024
Q4
$274K Hold
8,128
0.07% 202
2024
Q3
$255K Sell
8,128
-3,219
-28% -$101K 0.06% 201
2024
Q2
$276K Hold
11,347
0.06% 197
2024
Q1
$263K Hold
11,347
0.07% 192
2023
Q4
$309K Sell
11,347
-37
-0.3% -$1.01K 0.09% 179
2023
Q3
$244K Buy
11,384
+20
+0.2% +$429 0.08% 185
2023
Q2
$258K Sell
11,364
-115
-1% -$2.61K 0.07% 204
2023
Q1
$298K Hold
11,479
0.09% 183
2022
Q4
$404K Buy
+11,479
New +$404K 0.14% 137
2022
Q2
$446K Sell
11,405
-74
-0.6% -$2.89K 0.18% 109
2022
Q1
$516K Hold
11,479
0.19% 110
2021
Q4
$552K Buy
11,479
+112
+1% +$5.39K 0.21% 104
2021
Q3
$521K Hold
11,367
0.22% 100
2021
Q2
$502K Hold
11,367
0.2% 108
2021
Q1
$494K Sell
11,367
-2,730
-19% -$119K 0.21% 99
2020
Q4
$454K Buy
14,097
+230
+2% +$7.41K 0.2% 106
2020
Q3
$320K Buy
13,867
+20
+0.1% +$462 0.16% 124
2020
Q2
$343K Buy
+13,847
New +$343K 0.2% 112