Sandy Spring Bank’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $105K | Hold |
684
| – | – | ﹤0.01% | 440 |
|
|
2024
Q4 | $102K | Hold |
684
| – | – | ﹤0.01% | 451 |
|
|
2024
Q3 | $112K | Buy |
684
+555
| +430% | +$91K | ﹤0.01% | 446 |
|
|
2024
Q2 | $17.9K | Hold |
129
| – | – | ﹤0.01% | 779 |
|
|
2024
Q1 | $17.8K | Buy |
+129
| New | +$17.8K | ﹤0.01% | 760 |
|
|
2019
Q4 | – | Sell |
-97
| Closed | -$6K | – | 843 |
|
|
2019
Q3 | $6K | Buy |
+97
| New | +$6K | ﹤0.01% | 771 |
|
|
2018
Q2 | – | Sell |
-500
| Closed | -$33K | – | 776 |
|
|
2018
Q1 | $33K | Hold |
500
| – | – | ﹤0.01% | 527 |
|
|
2017
Q4 | $36K | Sell |
500
-300
| -38% | -$21.6K | ﹤0.01% | 496 |
|
|
2017
Q3 | $48K | Hold |
800
| – | – | ﹤0.01% | 446 |
|
|
2017
Q2 | $52K | Sell |
800
-260
| -25% | -$16.9K | 0.01% | 446 |
|
|
2017
Q1 | $72K | Buy |
1,060
+260
| +33% | +$17.7K | 0.01% | 402 |
|
|
2016
Q4 | $51K | Hold |
800
| – | – | 0.01% | 441 |
|
|
2016
Q3 | $53K | Hold |
800
| – | – | 0.01% | 425 |
|
|
2016
Q2 | $62K | Hold |
800
| – | – | 0.01% | 414 |
|
|
2016
Q1 | $59K | Hold |
800
| – | – | 0.01% | 418 |
|
|
2015
Q4 | $56K | Hold |
800
| – | – | 0.01% | 412 |
|
|
2015
Q3 | $58K | Hold |
800
| – | – | 0.01% | 421 |
|
|
2015
Q2 | $64K | Sell |
800
-200
| -20% | -$16K | 0.01% | 428 |
|
|
2015
Q1 | $81K | Hold |
1,000
| – | – | 0.01% | 387 |
|
|
2014
Q4 | $76K | Hold |
1,000
| – | – | 0.01% | 359 |
|
|
2014
Q3 | $73K | Buy |
1,000
+200
| +25% | +$14.6K | 0.01% | 367 |
|
|
2014
Q2 | $58K | Hold |
800
| – | – | 0.01% | 399 |
|
|
2014
Q1 | $55K | Hold |
800
| – | – | 0.01% | 356 |
|
|
2013
Q4 | $51K | Hold |
800
| – | – | 0.01% | 375 |
|
|
2013
Q3 | $46K | Hold |
800
| – | – | 0.01% | 370 |
|
|
2013
Q2 | $48K | Buy |
+800
| New | +$48K | 0.01% | 353 |
|