Sandy Spring Bank’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $766K | Sell |
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|
2024
Q4 | $707K | Sell |
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|
2024
Q3 | $840K | Buy |
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|
2024
Q2 | $840K | Buy |
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|
2024
Q1 | $963K | Sell |
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|
2023
Q4 | $817K | Sell |
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|
2023
Q3 | $746K | Sell |
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|
2023
Q2 | $631K | Sell |
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|
2023
Q1 | $703K | Sell |
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|
2022
Q4 | $729K | Buy |
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|
2022
Q3 | $527K | Sell |
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|
2022
Q2 | $537K | Sell |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q4 | $467K | Sell |
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|
2021
Q3 | $466K | Sell |
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|
2021
Q2 | $622K | Sell |
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|
2021
Q1 | $598K | Sell |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $518K | Buy |
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|
2020
Q2 | $717K | Buy |
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|
2020
Q1 | $496K | Sell |
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|
2019
Q4 | $1.28M | Sell |
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|
2019
Q3 | $1.19M | Buy |
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|
2019
Q2 | $1.03M | Sell |
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|
2019
Q1 | $1.07M | Sell |
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|
2018
Q4 | $974K | Buy |
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|
2018
Q3 | $1.25M | Sell |
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|
2018
Q2 | $1.33M | Sell |
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|
2018
Q1 | $1.16M | Buy |
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|
2017
Q4 | $1.01M | Sell |
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|
2017
Q3 | $923K | Sell |
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|
2017
Q2 | $837K | Buy |
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|
2017
Q1 | $782K | Sell |
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|
2016
Q4 | $863K | Sell |
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|
2016
Q3 | $813K | Sell |
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|
2016
Q2 | $821K | Sell |
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|
2016
Q1 | $904K | Sell |
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|
2015
Q4 | $858K | Sell |
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|
2015
Q3 | $822K | Sell |
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|
2015
Q2 | $895K | Buy |
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|
2015
Q1 | $852K | Buy |
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|
2014
Q4 | $745K | Sell |
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|
2014
Q3 | $876K | Sell |
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|
2014
Q2 | $905K | Sell |
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|
2014
Q1 | $954K | Sell |
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|
2013
Q4 | $983K | Sell |
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|
2013
Q3 | $865K | Sell |
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|
2013
Q2 | $902K | Buy |
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