The Family Firm’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 |
-6,045
| Closed | -$204K | – | 220 |
|
|
2024
Q4 | $204K | Buy |
+6,045
| New | +$204K | 0.05% | 208 |
|
|
2024
Q3 | – | Sell |
-5,922
| Closed | -$144K | – | 884 |
|
|
2024
Q2 | $144K | Buy |
+5,922
| New | +$144K | 0.03% | 240 |
|
|
2023
Q1 | – | Sell |
-7,387
| Closed | -$260K | – | 185 |
|
|
2022
Q4 | $260K | Buy |
7,387
+73
| +1% | +$2.57K | 0.08% | 155 |
|
|
2022
Q3 | $258K | Buy |
7,314
+59
| +0.8% | +$2.08K | 0.08% | 150 |
|
|
2022
Q2 | $283K | Buy |
7,255
+62
| +0.9% | +$2.42K | 0.08% | 150 |
|
|
2022
Q1 | $323K | Buy |
7,193
+53
| +0.7% | +$2.38K | 0.08% | 137 |
|
|
2021
Q4 | $343K | Buy |
7,140
+45
| +0.6% | +$2.16K | 0.09% | 130 |
|
|
2021
Q3 | $343K | Buy |
7,095
+54
| +0.8% | +$2.61K | 0.09% | 130 |
|
|
2021
Q2 | $311K | Buy |
7,041
+49
| +0.7% | +$2.16K | 0.08% | 132 |
|
|
2021
Q1 | $304K | Buy |
6,992
+56
| +0.8% | +$2.44K | 0.09% | 129 |
|
|
2020
Q4 | $247K | Buy |
+6,936
| New | +$247K | 0.07% | 145 |
|