Stratos Wealth Partners’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
Q1 | – | Sell |
-6,380
| Closed | -$215K | – | 1520 |
|
|
2024
Q4 | $215K | Sell |
6,380
-760
| -11% | -$25.6K | ﹤0.01% | 1318 |
|
|
2024
Q3 | $224K | Buy |
+7,140
| New | +$224K | ﹤0.01% | 1287 |
|
|
2022
Q3 | – | Sell |
-5,813
| Closed | -$227K | – | 1244 |
|
|
2022
Q2 | $227K | Sell |
5,813
-3,137
| -35% | -$123K | 0.01% | 1038 |
|
|
2022
Q1 | $402K | Buy |
+8,950
| New | +$402K | 0.01% | 890 |
|
|
2019
Q4 | – | Sell |
-7,252
| Closed | -$244K | – | 1013 |
|
|
2019
Q3 | $244K | Sell |
7,252
-19
| -0.3% | -$639 | 0.01% | 801 |
|
|
2019
Q2 | $254K | Sell |
7,271
-1,778
| -20% | -$62.1K | 0.01% | 791 |
|
|
2019
Q1 | $283K | Buy |
9,049
+306
| +3% | +$9.57K | 0.01% | 742 |
|
|
2018
Q4 | $274K | Buy |
8,743
+256
| +3% | +$8.02K | 0.01% | 688 |
|
|
2018
Q3 | $334K | Buy |
8,487
+5
| +0.1% | +$197 | 0.01% | 676 |
|
|
2018
Q2 | $348K | Buy |
8,482
+621
| +8% | +$25.5K | 0.02% | 688 |
|
|
2018
Q1 | $305K | Buy |
7,861
+1,270
| +19% | +$49.3K | 0.01% | 714 |
|
|
2017
Q4 | $257K | Sell |
6,591
-1,376
| -17% | -$53.7K | 0.01% | 768 |
|
|
2017
Q3 | $330K | Buy |
7,967
+1,301
| +20% | +$53.9K | 0.02% | 649 |
|
|
2017
Q2 | $271K | Buy |
6,666
+551
| +9% | +$22.4K | 0.01% | 672 |
|
|
2017
Q1 | $251K | Buy |
6,115
+301
| +5% | +$12.4K | 0.01% | 640 |
|
|
2016
Q4 | $233K | Buy |
+5,814
| New | +$233K | 0.01% | 603 |
|