Sandy Spring Bank’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $320K | Hold |
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|
2024
Q4 | $501K | Sell |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $394K | Hold |
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|
2024
Q1 | $517K | Buy |
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|
2023
Q4 | $462K | Hold |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $55.6K | Sell |
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|
2023
Q1 | $61.3K | Hold |
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|
2022
Q4 | $56.1K | Sell |
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|
2022
Q3 | $64K | Buy |
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|
2022
Q2 | $67K | Sell |
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|
2022
Q1 | $159K | Buy |
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|
2021
Q4 | $142K | Buy |
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|
2021
Q3 | $84K | Hold |
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|
2021
Q2 | $86K | Hold |
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|
2021
Q1 | $80K | Buy |
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|
2020
Q4 | $54K | Sell |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $27K | Buy |
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|
2020
Q1 | $6K | Buy |
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|
2019
Q4 | $6K | Hold |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $8K | Buy |
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