Sandy Spring Bank’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.14K | Buy |
160
+60
| +60% | +$1.18K | ﹤0.01% | 994 |
|
|
2024
Q4 | $2.25K | Sell |
100
-221
| -69% | -$4.97K | ﹤0.01% | 1054 |
|
|
2024
Q3 | $7.26K | Buy |
+321
| New | +$7.26K | ﹤0.01% | 911 |
|
|
2024
Q2 | – | Sell |
-345
| Closed | -$9.21K | – | 1338 |
|
|
2024
Q1 | $9.21K | Buy |
345
+122
| +55% | +$3.26K | ﹤0.01% | 862 |
|
|
2023
Q4 | $9.12K | Hold |
223
| – | – | ﹤0.01% | 836 |
|
|
2023
Q3 | $7K | Hold |
223
| – | – | ﹤0.01% | 878 |
|
|
2023
Q2 | $9.68K | Hold |
223
| – | – | ﹤0.01% | 850 |
|
|
2023
Q1 | $7.24K | Sell |
223
-123
| -36% | -$3.99K | ﹤0.01% | 880 |
|
|
2022
Q4 | $9.89K | Sell |
346
-100
| -22% | -$2.86K | ﹤0.01% | 826 |
|
|
2022
Q3 | $14K | Hold |
446
| – | – | ﹤0.01% | 741 |
|
|
2022
Q2 | $16K | Hold |
446
| – | – | ﹤0.01% | 744 |
|
|
2022
Q1 | $44K | Hold |
446
| – | – | ﹤0.01% | 566 |
|
|
2021
Q4 | $64K | Hold |
446
| – | – | ﹤0.01% | 527 |
|
|
2021
Q3 | $56K | Hold |
446
| – | – | ﹤0.01% | 539 |
|
|
2021
Q2 | $49K | Hold |
446
| – | – | ﹤0.01% | 570 |
|
|
2021
Q1 | $45K | Buy |
446
+371
| +495% | +$37.4K | ﹤0.01% | 528 |
|
|
2020
Q4 | $12K | Buy |
+75
| New | +$12K | ﹤0.01% | 732 |
|