Sandy Spring Bank’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $99.7K | Hold |
915
| – | – | ﹤0.01% | 446 |
|
|
2024
Q4 | $86K | Sell |
915
-3
| -0.3% | -$282 | ﹤0.01% | 481 |
|
|
2024
Q3 | $88.3K | Sell |
918
-345
| -27% | -$33.2K | ﹤0.01% | 481 |
|
|
2024
Q2 | $99.1K | Hold |
1,263
| – | – | ﹤0.01% | 456 |
|
|
2024
Q1 | $104K | Sell |
1,263
-1,784
| -59% | -$147K | ﹤0.01% | 459 |
|
|
2023
Q4 | $256K | Hold |
3,047
| – | – | 0.01% | 339 |
|
|
2023
Q3 | $245K | Sell |
3,047
-415
| -12% | -$33.4K | 0.01% | 323 |
|
|
2023
Q2 | $305K | Buy |
3,462
+18
| +0.5% | +$1.59K | 0.02% | 304 |
|
|
2023
Q1 | $326K | Hold |
3,444
| – | – | 0.02% | 289 |
|
|
2022
Q4 | $323K | Sell |
3,444
-155
| -4% | -$14.5K | 0.02% | 290 |
|
|
2022
Q3 | $322K | Hold |
3,599
| – | – | 0.02% | 277 |
|
|
2022
Q2 | $362K | Hold |
3,599
| – | – | 0.02% | 268 |
|
|
2022
Q1 | $359K | Sell |
3,599
-57
| -2% | -$5.69K | 0.02% | 281 |
|
|
2021
Q4 | $355K | Sell |
3,656
-1,326
| -27% | -$129K | 0.02% | 288 |
|
|
2021
Q3 | $440K | Sell |
4,982
-222
| -4% | -$19.6K | 0.02% | 269 |
|
|
2021
Q2 | $463K | Sell |
5,204
-178
| -3% | -$15.8K | 0.02% | 262 |
|
|
2021
Q1 | $504K | Sell |
5,382
-50
| -0.9% | -$4.68K | 0.03% | 249 |
|
|
2020
Q4 | $500K | Buy |
5,432
+299
| +6% | +$27.5K | 0.03% | 244 |
|
|
2020
Q3 | $497K | Buy |
5,133
+979
| +24% | +$94.8K | 0.03% | 232 |
|
|
2020
Q2 | $364K | Sell |
4,154
-298
| -7% | -$26.1K | 0.03% | 249 |
|
|
2020
Q1 | $392K | Sell |
4,452
-382
| -8% | -$33.6K | 0.04% | 238 |
|
|
2019
Q4 | $446K | Sell |
4,834
-50
| -1% | -$4.61K | 0.03% | 242 |
|
|
2019
Q3 | $464K | Buy |
4,884
+1,327
| +37% | +$126K | 0.04% | 239 |
|
|
2019
Q2 | $297K | Hold |
3,557
| – | – | 0.02% | 264 |
|
|
2019
Q1 | $281K | Sell |
3,557
-1,052
| -23% | -$83.1K | 0.02% | 262 |
|
|
2018
Q4 | $319K | Buy |
4,609
+96
| +2% | +$6.64K | 0.03% | 244 |
|
|
2018
Q3 | $301K | Sell |
4,513
-360
| -7% | -$24K | 0.02% | 260 |
|
|
2018
Q2 | $315K | Sell |
4,873
-1,032
| -17% | -$66.7K | 0.03% | 258 |
|
|
2018
Q1 | $370K | Sell |
5,905
-890
| -13% | -$55.8K | 0.03% | 253 |
|
|
2017
Q4 | $451K | Sell |
6,795
-1,295
| -16% | -$86K | 0.04% | 226 |
|
|
2017
Q3 | $508K | Buy |
8,090
+2,175
| +37% | +$137K | 0.05% | 218 |
|
|
2017
Q2 | $363K | Buy |
5,915
+355
| +6% | +$21.8K | 0.04% | 241 |
|
|
2017
Q1 | $337K | Sell |
5,560
-99
| -2% | -$6K | 0.03% | 244 |
|
|
2016
Q4 | $332K | Buy |
5,659
+99
| +2% | +$5.81K | 0.03% | 247 |
|
|
2016
Q3 | $333K | Buy |
5,560
+67
| +1% | +$4.01K | 0.04% | 244 |
|
|
2016
Q2 | $359K | Sell |
5,493
-300
| -5% | -$19.6K | 0.04% | 235 |
|
|
2016
Q1 | $348K | Buy |
5,793
+1,300
| +29% | +$78.1K | 0.04% | 236 |
|
|
2015
Q4 | $230K | Buy |
4,493
+24
| +0.5% | +$1.23K | 0.03% | 269 |
|
|
2015
Q3 | $233K | Buy |
4,469
+37
| +0.8% | +$1.93K | 0.03% | 269 |
|
|
2015
Q2 | $199K | Sell |
4,432
-300
| -6% | -$13.5K | 0.02% | 293 |
|
|
2015
Q1 | $234K | Buy |
4,732
+601
| +15% | +$29.7K | 0.03% | 274 |
|
|
2014
Q4 | $217K | Buy |
4,131
+640
| +18% | +$33.6K | 0.03% | 262 |
|
|
2014
Q3 | $150K | Hold |
3,491
| – | – | 0.02% | 296 |
|
|
2014
Q2 | $164K | Hold |
3,491
| – | – | 0.02% | 293 |
|
|
2014
Q1 | $163K | Buy |
3,491
+61
| +2% | +$2.85K | 0.03% | 269 |
|
|
2013
Q4 | $142K | Hold |
3,430
| – | – | 0.02% | 286 |
|
|
2013
Q3 | $139K | Hold |
3,430
| – | – | 0.02% | 274 |
|
|
2013
Q2 | $141K | Buy |
+3,430
| New | +$141K | 0.02% | 265 |
|