Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26,872
| Closed | -$655K | – | 772 |
|
|
2024
Q2 | $655K | Sell |
26,872
-281
| -1% | -$6.85K | 0.01% | 376 |
|
|
2024
Q1 | $629K | Buy |
27,153
+108
| +0.4% | +$2.5K | 0.01% | 387 |
|
|
2023
Q4 | $737K | Buy |
27,045
+115
| +0.4% | +$3.13K | 0.01% | 362 |
|
|
2023
Q3 | $577K | Buy |
26,930
+301
| +1% | +$6.45K | 0.01% | 366 |
|
|
2023
Q2 | $604K | Buy |
26,629
+938
| +4% | +$21.3K | 0.01% | 330 |
|
|
2023
Q1 | $667K | Sell |
25,691
-1,841
| -7% | -$47.8K | 0.01% | 312 |
|
|
2022
Q4 | $970K | Buy |
27,532
+282
| +1% | +$9.94K | 0.02% | 267 |
|
|
2022
Q3 | $961K | Buy |
27,250
+6,739
| +33% | +$238K | 0.02% | 232 |
|
|
2022
Q2 | $801K | Buy |
20,511
+617
| +3% | +$24.1K | 0.02% | 241 |
|
|
2022
Q1 | $894K | Sell |
19,894
-6,662
| -25% | -$299K | 0.02% | 200 |
|
|
2021
Q4 | $1.28M | Sell |
26,556
-4,888
| -16% | -$235K | 0.03% | 197 |
|
|
2021
Q3 | $1.44M | Buy |
31,444
+22,604
| +256% | +$1.04M | 0.03% | 205 |
|
|
2021
Q2 | $390K | Sell |
8,840
-21,161
| -71% | -$934K | 0.01% | 256 |
|
|
2021
Q1 | $1.3M | Buy |
30,001
+22,271
| +288% | +$967K | 0.03% | 221 |
|
|
2020
Q4 | $249K | Buy |
+7,730
| New | +$249K | 0.01% | 497 |
|
|
2020
Q2 | – | Sell |
-9,753
| Closed | -$221K | – | 544 |
|
|
2020
Q1 | $221K | Buy |
+9,753
| New | +$221K | 0.01% | 458 |
|