United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,363
| Closed | -$436K | – | 1127 |
|
|
2023
Q3 | $436K | Sell |
20,363
-15
| -0.1% | -$321 | ﹤0.01% | 665 |
|
|
2023
Q2 | $462K | Sell |
20,378
-1,956
| -9% | -$44.4K | ﹤0.01% | 688 |
|
|
2023
Q1 | $580K | Sell |
22,334
-3,607
| -14% | -$93.7K | ﹤0.01% | 696 |
|
|
2022
Q4 | $914K | Buy |
25,941
+368
| +1% | +$13K | 0.01% | 624 |
|
|
2022
Q3 | $902K | Sell |
25,573
-8,630
| -25% | -$304K | 0.01% | 633 |
|
|
2022
Q2 | $1.34M | Buy |
34,203
+9
| +0% | +$352 | 0.01% | 573 |
|
|
2022
Q1 | $1.54M | Buy |
34,194
+36
| +0.1% | +$1.62K | 0.01% | 573 |
|
|
2021
Q4 | $1.64M | Buy |
34,158
+10
| +0% | +$481 | 0.01% | 574 |
|
|
2021
Q3 | $1.57M | Buy |
34,148
+4,561
| +15% | +$209K | 0.01% | 572 |
|
|
2021
Q2 | $1.31M | Buy |
29,587
+5
| +0% | +$221 | 0.01% | 628 |
|
|
2021
Q1 | $1.29M | Buy |
29,582
+13,730
| +87% | +$596K | 0.01% | 603 |
|
|
2020
Q4 | $510K | Buy |
15,852
+694
| +5% | +$22.3K | ﹤0.01% | 837 |
|
|
2020
Q3 | $350K | Buy |
15,158
+19
| +0.1% | +$439 | ﹤0.01% | 910 |
|
|
2020
Q2 | $375K | Buy |
+15,139
| New | +$375K | ﹤0.01% | 947 |
|