Sandy Spring Bank’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $320K | Hold |
5,891
| – | – | 0.01% | 320 |
|
|
2024
Q4 | $501K | Sell |
5,891
-25
| -0.4% | -$2.13K | 0.02% | 285 |
|
|
2024
Q3 | $397K | Sell |
5,916
-198
| -3% | -$13.3K | 0.02% | 306 |
|
|
2024
Q2 | $394K | Hold |
6,114
| – | – | 0.02% | 302 |
|
|
2024
Q1 | $517K | Buy |
6,114
+139
| +2% | +$11.8K | 0.02% | 277 |
|
|
2023
Q4 | $462K | Hold |
5,975
| – | – | 0.02% | 281 |
|
|
2023
Q3 | $264K | Buy |
5,975
+5,140
| +616% | +$227K | 0.01% | 316 |
|
|
2023
Q2 | $55.6K | Sell |
835
-58
| -6% | -$3.86K | ﹤0.01% | 529 |
|
|
2023
Q1 | $61.3K | Hold |
893
| – | – | ﹤0.01% | 502 |
|
|
2022
Q4 | $56.1K | Sell |
893
-275
| -24% | -$17.3K | ﹤0.01% | 512 |
|
|
2022
Q3 | $64K | Buy |
1,168
+80
| +7% | +$4.38K | ﹤0.01% | 472 |
|
|
2022
Q2 | $67K | Sell |
1,088
-82
| -7% | -$5.05K | ﹤0.01% | 464 |
|
|
2022
Q1 | $159K | Buy |
1,170
+293
| +33% | +$39.8K | 0.01% | 357 |
|
|
2021
Q4 | $142K | Buy |
877
+524
| +148% | +$84.8K | 0.01% | 386 |
|
|
2021
Q3 | $84K | Hold |
353
| – | – | ﹤0.01% | 456 |
|
|
2021
Q2 | $86K | Hold |
353
| – | – | ﹤0.01% | 459 |
|
|
2021
Q1 | $80K | Buy |
353
+104
| +42% | +$23.6K | ﹤0.01% | 440 |
|
|
2020
Q4 | $54K | Sell |
249
-4
| -2% | -$867 | ﹤0.01% | 478 |
|
|
2020
Q3 | $41K | Hold |
253
| – | – | ﹤0.01% | 491 |
|
|
2020
Q2 | $27K | Buy |
253
+140
| +124% | +$14.9K | ﹤0.01% | 560 |
|
|
2020
Q1 | $6K | Buy |
113
+10
| +10% | +$531 | ﹤0.01% | 744 |
|
|
2019
Q4 | $6K | Hold |
103
| – | – | ﹤0.01% | 767 |
|
|
2019
Q3 | $6K | Hold |
103
| – | – | ﹤0.01% | 775 |
|
|
2019
Q2 | $7K | Hold |
103
| – | – | ﹤0.01% | 753 |
|
|
2019
Q1 | $8K | Buy |
+103
| New | +$8K | ﹤0.01% | 692 |
|