Steward Partners Investment Advisory’s Sandy Spring Bancorp Inc SASR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,537
| Closed | -$239K | – | 4279 |
|
|
2025
Q1 | $239K | Buy |
8,537
+8,350
| +4,465% | +$233K | ﹤0.01% | 1566 |
|
|
2024
Q4 | $6.3K | Hold |
187
| – | – | ﹤0.01% | 3283 |
|
|
2024
Q3 | $5.87K | Hold |
187
| – | – | ﹤0.01% | 3136 |
|
|
2024
Q2 | $4.56K | Buy |
+187
| New | +$4.56K | ﹤0.01% | 3074 |
|
|
2019
Q4 | – | Sell |
-1,278
| Closed | -$43K | – | 2766 |
|
|
2019
Q3 | $43K | Buy |
1,278
+11
| +0.9% | +$370 | ﹤0.01% | 1422 |
|
|
2019
Q2 | $44K | Buy |
+1,267
| New | +$44K | ﹤0.01% | 1384 |
|
|
2018
Q4 | – | Sell |
-1,236
| Closed | -$49K | – | 2245 |
|
|
2018
Q3 | $49K | Buy |
1,236
+9
| +0.7% | +$357 | ﹤0.01% | 1204 |
|
|
2018
Q2 | $50K | Buy |
1,227
+9
| +0.7% | +$367 | ﹤0.01% | 1101 |
|
|
2018
Q1 | $47K | Buy |
1,218
+8
| +0.7% | +$309 | ﹤0.01% | 1029 |
|
|
2017
Q4 | $47K | Buy |
1,210
+8
| +0.7% | +$311 | ﹤0.01% | 852 |
|
|
2017
Q3 | $49K | Buy |
1,202
+8
| +0.7% | +$326 | 0.01% | 701 |
|
|
2017
Q2 | $48K | Buy |
1,194
+7
| +0.6% | +$281 | 0.01% | 633 |
|
|
2017
Q1 | $48K | Buy |
1,187
+7
| +0.6% | +$283 | 0.01% | 555 |
|
|
2016
Q4 | $47K | Buy |
+1,180
| New | +$47K | 0.02% | 327 |
|