Sandy Spring Bank’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $241K | Sell |
1,090
-42
| -4% | -$9.28K | 0.01% | 343 |
|
|
2024
Q4 | $233K | Sell |
1,132
-12
| -1% | -$2.47K | 0.01% | 354 |
|
|
2024
Q3 | $206K | Sell |
1,144
-75
| -6% | -$13.5K | 0.01% | 378 |
|
|
2024
Q2 | $182K | Sell |
1,219
-50
| -4% | -$7.45K | 0.01% | 378 |
|
|
2024
Q1 | $203K | Sell |
1,269
-42
| -3% | -$6.71K | 0.01% | 366 |
|
|
2023
Q4 | $174K | Sell |
1,311
-118
| -8% | -$15.7K | 0.01% | 374 |
|
|
2023
Q3 | $161K | Sell |
1,429
-74
| -5% | -$8.36K | 0.01% | 367 |
|
|
2023
Q2 | $190K | Sell |
1,503
-89
| -6% | -$11.2K | 0.01% | 350 |
|
|
2023
Q1 | $180K | Hold |
1,592
| – | – | 0.01% | 349 |
|
|
2022
Q4 | $161K | Hold |
1,592
| – | – | 0.01% | 363 |
|
|
2022
Q3 | $149K | Sell |
1,592
-1,300
| -45% | -$122K | 0.01% | 355 |
|
|
2022
Q2 | $257K | Sell |
2,892
-220
| -7% | -$19.6K | 0.02% | 307 |
|
|
2022
Q1 | $316K | Sell |
3,112
-456
| -13% | -$46.3K | 0.02% | 294 |
|
|
2021
Q4 | $371K | Buy |
3,568
+350
| +11% | +$36.4K | 0.02% | 285 |
|
|
2021
Q3 | $349K | Hold |
3,218
| – | – | 0.02% | 286 |
|
|
2021
Q2 | $344K | Buy |
3,218
+1,378
| +75% | +$147K | 0.02% | 284 |
|
|
2021
Q1 | $219K | Sell |
1,840
-286
| -13% | -$34K | 0.01% | 313 |
|
|
2020
Q4 | $242K | Buy |
2,126
+105
| +5% | +$12K | 0.01% | 300 |
|
|
2020
Q3 | $209K | Sell |
2,021
-1
| -0% | -$103 | 0.01% | 294 |
|
|
2020
Q2 | $197K | Sell |
2,022
-1,150
| -36% | -$112K | 0.01% | 290 |
|
|
2020
Q1 | $301K | Buy |
3,172
+1,011
| +47% | +$95.9K | 0.03% | 250 |
|
|
2019
Q4 | $250K | Sell |
2,161
-378
| -15% | -$43.7K | 0.02% | 278 |
|
|
2019
Q3 | $263K | Sell |
2,539
-250
| -9% | -$25.9K | 0.02% | 278 |
|
|
2019
Q2 | $254K | Buy |
2,789
+65
| +2% | +$5.92K | 0.02% | 279 |
|
|
2019
Q1 | $240K | Hold |
2,724
| – | – | 0.02% | 279 |
|
|
2018
Q4 | $200K | Buy |
2,724
+150
| +6% | +$11K | 0.02% | 285 |
|
|
2018
Q3 | $212K | Buy |
2,574
+374
| +17% | +$30.8K | 0.02% | 298 |
|
|
2018
Q2 | $163K | Sell |
2,200
-40
| -2% | -$2.96K | 0.01% | 317 |
|
|
2018
Q1 | $160K | Sell |
2,240
-400
| -15% | -$28.6K | 0.01% | 327 |
|
|
2017
Q4 | $173K | Sell |
2,640
-260
| -9% | -$17K | 0.02% | 297 |
|
|
2017
Q3 | $187K | Sell |
2,900
-500
| -15% | -$32.2K | 0.02% | 289 |
|
|
2017
Q2 | $208K | Sell |
3,400
-250
| -7% | -$15.3K | 0.02% | 291 |
|
|
2017
Q1 | $210K | Hold |
3,650
| – | – | 0.02% | 283 |
|
|
2016
Q4 | $194K | Buy |
3,650
+400
| +12% | +$21.3K | 0.02% | 291 |
|
|
2016
Q3 | $162K | Hold |
3,250
| – | – | 0.02% | 305 |
|
|
2016
Q2 | $177K | Sell |
3,250
-1,050
| -24% | -$57.2K | 0.02% | 299 |
|
|
2016
Q1 | $221K | Sell |
4,300
-1,040
| -19% | -$53.5K | 0.03% | 274 |
|
|
2015
Q4 | $244K | Sell |
5,340
-400
| -7% | -$18.3K | 0.03% | 264 |
|
|
2015
Q3 | $249K | Hold |
5,740
| – | – | 0.03% | 265 |
|
|
2015
Q2 | $238K | Hold |
5,740
| – | – | 0.03% | 274 |
|
|
2015
Q1 | $228K | Hold |
5,740
| – | – | 0.03% | 278 |
|
|
2014
Q4 | $204K | Sell |
5,740
-100
| -2% | -$3.55K | 0.02% | 266 |
|
|
2014
Q3 | $189K | Buy |
5,840
+400
| +7% | +$12.9K | 0.02% | 278 |
|
|
2014
Q2 | $164K | Buy |
5,440
+840
| +18% | +$25.3K | 0.02% | 292 |
|
|
2014
Q1 | $130K | Buy |
4,600
+2,900
| +171% | +$82K | 0.02% | 285 |
|
|
2013
Q4 | $50K | Hold |
1,700
| – | – | 0.01% | 376 |
|
|
2013
Q3 | $43K | Buy |
+1,700
| New | +$43K | 0.01% | 375 |
|