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Disclosery

Sandy Spring Bank: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sandy Spring Bank on SOFI, newest first. How the timeline and the estimate are built.

Sandy Spring Bank held 3,441 SOFI shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,441 shares
    Change vs previous 13F +30 shares

    <0.01% of the 13F portfolio, value $40,020.

    13F-HR 0001104659-25-047269 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 3,411 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $52,530.

    13F-HR 0001104659-25-011212 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 3,391 shares
    Change vs previous 13F -715 shares

    <0.01% of the 13F portfolio, value $26,654.

    13F-HR 0001104659-24-111312 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 4,106 shares
    Change vs previous 13F -4,000 shares

    <0.01% of the 13F portfolio, value $27,142.

    13F-HR 0001104659-24-086115 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 8,106 shares
    Change vs previous 13F +900 shares

    <0.01% of the 13F portfolio, value $59,174.

    13F-HR 0001104659-24-058460 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 7,206 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $71,701.

    13F-HR 0001104659-24-007169 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 7,056 shares
    Change vs previous 13F -225 shares

    <0.01% of the 13F portfolio, value $56,378.

    13F-HR 0001104659-23-112435 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 7,281 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $60,725.

    13F-HR 0001104659-23-087797 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).