Addison Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Addison Advisors’s Portfolio SASR Stock Details SASR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20	Closed	-$559	–	932
2025 Q1	$559	Hold	20	–	–	﹤0.01%	800
2024 Q4	$675	Hold	20	–	–	﹤0.01%	799
2024 Q3	$628	Sell	20 -3	-13%	-$89	﹤0.01%	799
2024 Q2	$561	Hold	23	–	–	﹤0.01%	740
2024 Q1	$534	Buy	+23	New	+$541	﹤0.01%	671
2023 Q1	–	Sell	-106	Closed	-$3.73K	–	802
2022 Q4	$3.73K	Buy	106 +25	+31%	+$877	﹤0.01%	522
2022 Q3	$3K	Buy	81 +1	+1%	+$39	﹤0.01%	549
2022 Q2	$3K	Buy	80 +1	+1%	+$41	﹤0.01%	540
2022 Q1	$4K	Hold	79	–	–	﹤0.01%	545
2021 Q4	$4K	Buy	79 +1	+1%	+$48	﹤0.01%	486
2021 Q3	$4K	Buy	78 +1	+1%	+$43	﹤0.01%	359
2021 Q2	$3K	Buy	+77	New	+$3.49K	﹤0.01%	361

Other funds holding SASR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Addison Advisors's SASR Position: Q2 2025 in Review

Addison Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 20 shares — an estimated $559 sold.

Addison Advisors first reported a position in SASR in Q2 2021 and held it in 12 quarters. The position peaked at $4K in Q1 2022. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Addison Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Addison Advisors sold 20 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $559.
Addison Advisors first reported a position in Sandy Spring Bancorp Inc in Q2 2021 and held it in 12 quarters.
Addison Advisors's Sandy Spring Bancorp Inc position peaked at $4K in Q1 2022.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Addison Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.