Spire Wealth Management’s Sandy Spring Bancorp Inc SASR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,024
| Closed | -$140K | – | 2611 |
|
|
2025
Q1 | $140K | Hold |
5,024
| – | – | ﹤0.01% | 922 |
|
|
2024
Q4 | $169K | Sell |
5,024
-1,638
| -25% | -$55.2K | 0.01% | 868 |
|
|
2024
Q3 | $209K | Hold |
6,662
| – | – | 0.01% | 717 |
|
|
2024
Q2 | $162K | Hold |
6,662
| – | – | 0.01% | 765 |
|
|
2024
Q1 | $154K | Hold |
6,662
| – | – | ﹤0.01% | 854 |
|
|
2023
Q4 | $171K | Hold |
6,662
| – | – | 0.01% | 805 |
|
|
2023
Q3 | $143K | Hold |
6,662
| – | – | 0.01% | 818 |
|
|
2023
Q2 | $151K | Hold |
6,662
| – | – | 0.01% | 816 |
|
|
2023
Q1 | $173K | Buy |
+6,662
| New | +$173K | 0.01% | 775 |
|
|
2022
Q3 | – | Sell |
-2,799
| Closed | -$109K | – | 2661 |
|
|
2022
Q2 | $109K | Sell |
2,799
-6,077
| -68% | -$237K | ﹤0.01% | 1005 |
|
|
2022
Q1 | $399K | Hold |
8,876
| – | – | 0.01% | 634 |
|
|
2021
Q4 | $427K | Hold |
8,876
| – | – | 0.01% | 753 |
|
|
2021
Q3 | $407K | Hold |
8,876
| – | – | 0.01% | 660 |
|
|
2021
Q2 | $392K | Hold |
8,876
| – | – | 0.01% | 692 |
|
|
2021
Q1 | $385K | Buy |
+8,876
| New | +$385K | 0.01% | 759 |
|