Sandy Spring Bank’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $764K | Sell |
22,047
-1,811
| -8% | -$62.8K | 0.03% | 251 |
|
|
2024
Q4 | $896K | Sell |
23,858
-1,650
| -6% | -$62K | 0.04% | 241 |
|
|
2024
Q3 | $946K | Sell |
25,508
-1,000
| -4% | -$37.1K | 0.04% | 232 |
|
|
2024
Q2 | $860K | Hold |
26,508
| – | – | 0.04% | 241 |
|
|
2024
Q1 | $949K | Sell |
26,508
-1,000
| -4% | -$35.8K | 0.04% | 223 |
|
|
2023
Q4 | $1.03M | Buy |
27,508
+11,820
| +75% | +$444K | 0.05% | 210 |
|
|
2023
Q3 | $433K | Buy |
15,688
+6,933
| +79% | +$191K | 0.02% | 274 |
|
|
2023
Q2 | $260K | Hold |
8,755
| – | – | 0.01% | 323 |
|
|
2023
Q1 | $308K | Sell |
8,755
-125
| -1% | -$4.4K | 0.02% | 298 |
|
|
2022
Q4 | $360K | Sell |
8,880
-1,021
| -10% | -$41.3K | 0.02% | 276 |
|
|
2022
Q3 | $354K | Sell |
9,901
-335
| -3% | -$12K | 0.02% | 268 |
|
|
2022
Q2 | $359K | Hold |
10,236
| – | – | 0.02% | 270 |
|
|
2022
Q1 | $357K | Hold |
10,236
| – | – | 0.02% | 282 |
|
|
2021
Q4 | $371K | Sell |
10,236
-388
| -4% | -$14.1K | 0.02% | 286 |
|
|
2021
Q3 | $387K | Hold |
10,624
| – | – | 0.02% | 278 |
|
|
2021
Q2 | $388K | Hold |
10,624
| – | – | 0.02% | 277 |
|
|
2021
Q1 | $410K | Hold |
10,624
| – | – | 0.02% | 264 |
|
|
2020
Q4 | $344K | Sell |
10,624
-11,695
| -52% | -$379K | 0.02% | 268 |
|
|
2020
Q3 | $479K | Sell |
22,319
-272
| -1% | -$5.84K | 0.03% | 233 |
|
|
2020
Q2 | $624K | Hold |
22,591
| – | – | 0.05% | 211 |
|
|
2020
Q1 | $522K | Hold |
22,591
| – | – | 0.05% | 208 |
|
|
2019
Q4 | $873K | Sell |
22,591
-403
| -2% | -$15.6K | 0.06% | 198 |
|
|
2019
Q3 | $871K | Sell |
22,994
-200
| -0.9% | -$7.58K | 0.07% | 201 |
|
|
2019
Q2 | $860K | Buy |
23,194
+4,520
| +24% | +$168K | 0.07% | 192 |
|
|
2019
Q1 | $677K | Buy |
18,674
+6,153
| +49% | +$223K | 0.06% | 199 |
|
|
2018
Q4 | $390K | Sell |
12,521
-441
| -3% | -$13.7K | 0.04% | 230 |
|
|
2018
Q3 | $471K | Sell |
12,962
-527
| -4% | -$19.2K | 0.04% | 231 |
|
|
2018
Q2 | $491K | Hold |
13,489
| – | – | 0.04% | 226 |
|
|
2018
Q1 | $475K | Sell |
13,489
-1,709
| -11% | -$60.2K | 0.04% | 229 |
|
|
2017
Q4 | $528K | Sell |
15,198
-474
| -3% | -$16.5K | 0.05% | 215 |
|
|
2017
Q3 | $582K | Sell |
15,672
-600
| -4% | -$22.3K | 0.06% | 212 |
|
|
2017
Q2 | $638K | Buy |
16,272
+277
| +2% | +$10.9K | 0.06% | 205 |
|
|
2017
Q1 | $676K | Sell |
15,995
-200
| -1% | -$8.45K | 0.07% | 206 |
|
|
2016
Q4 | $749K | Sell |
16,195
-1,100
| -6% | -$50.9K | 0.08% | 201 |
|
|
2016
Q3 | $652K | Buy |
17,295
+10,192
| +143% | +$384K | 0.07% | 205 |
|
|
2016
Q2 | $266K | Sell |
7,103
-2,000
| -22% | -$74.9K | 0.03% | 259 |
|
|
2016
Q1 | $334K | Hold |
9,103
| – | – | 0.04% | 239 |
|
|
2015
Q4 | $337K | Hold |
9,103
| – | – | 0.04% | 236 |
|
|
2015
Q3 | $346K | Buy |
9,103
+3,520
| +63% | +$134K | 0.04% | 237 |
|
|
2015
Q2 | $225K | Hold |
5,583
| – | – | 0.03% | 286 |
|
|
2015
Q1 | $210K | Sell |
5,583
-10,187
| -65% | -$383K | 0.02% | 287 |
|
|
2014
Q4 | $591K | Hold |
15,770
| – | – | 0.07% | 195 |
|
|
2014
Q3 | $488K | Hold |
15,770
| – | – | 0.06% | 213 |
|
|
2014
Q2 | $509K | Hold |
15,770
| – | – | 0.06% | 209 |
|
|
2014
Q1 | $483K | Buy |
15,770
+5,583
| +55% | +$171K | 0.07% | 204 |
|
|
2013
Q4 | $320K | Hold |
10,187
| – | – | 0.05% | 227 |
|
|
2013
Q3 | $295K | Hold |
10,187
| – | – | 0.04% | 221 |
|
|
2013
Q2 | $269K | Buy |
+10,187
| New | +$269K | 0.04% | 222 |
|