Commonwealth Equity Services
SASR

Commonwealth Equity Services’s Sandy Spring Bancorp Inc SASR Stock Holding History

Commonwealth Equity Services’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
-11,551
Closed -$323K – 4391
2025
Q1 		$323K Buy
11,551
+35
+0.3% +$1.11K ﹤0.01% 3430
2024
Q4 		$388K Buy
11,516
+42
+0.4% +$1.47K ﹤0.01% 3181
2024
Q3 		$360K Sell
11,474
-1,702
-13% -$50.3K ﹤0.01% 3192
2024
Q2 		$321K Buy
13,176
+1,176
+10% +$26.1K ﹤0.01% 3234
2024
Q1 		$278K Buy
12,000
+50
+0.4% +$1.18K ﹤0.01% 3345
2023
Q4 		$326K Buy
11,950
+225
+2% +$5.08K ﹤0.01% 3113
2023
Q3 		$251K Buy
11,725
+1,956
+20% +$44.7K ﹤0.01% 3178
2023
Q2 		$222K Sell
9,769
-36,915
-79% -$847K ﹤0.01% 3315
2023
Q1 		$1.21K Buy
46,684
+251
+0.5% +$8.07K ﹤0.01% 1904
2022
Q4 		$1.64M Buy
46,433
+16
+0% +$561 ﹤0.01% 1634
2022
Q3 		$1.64M Sell
46,417
-4,497
-9% -$177K ﹤0.01% 1562
2022
Q2 		$1.99M Sell
50,914
-890
-2% -$36.4K 0.01% 1443
2022
Q1 		$2.33M Sell
51,804
-1,874
-3% -$88.4K 0.01% 1415
2021
Q4 		$2.58M Sell
53,678
-43,134
-45% -$2.09M 0.01% 1326
2021
Q3 		$4.43M Buy
96,812
+41,223
+74% +$1.77M 0.01% 937
2021
Q2 		$2.45M Sell
55,589
-878
-2% -$39.8K 0.01% 1292
2021
Q1 		$2.45M Sell
56,467
-1,326
-2% -$50.4K 0.01% 1198
2020
Q4 		$1.86M Buy
57,793
+1,793
+3% +$51.2K 0.01% 1271
2020
Q3 		$1.29M Sell
56,000
-1,524
-3% -$36K ﹤0.01% 1344
2020
Q2 		$1.43M Buy
57,524
+47,934
+500% +$1.14M 0.01% 1209
2020
Q1 		$217K Sell
9,590
-541
-5% -$17.2K ﹤0.01% 2319
2019
Q4 		$383K Buy
10,131
+1,288
+15% +$45.4K ﹤0.01% 2109
2019
Q3 		$298K Buy
8,843
+52
+0.6% +$1.8K ﹤0.01% 2243
2019
Q2 		$306K Buy
8,791
+52
+0.6% +$1.75K ﹤0.01% 2185
2019
Q1 		$273K Buy
8,739
+48
+0.6% +$1.59K ﹤0.01% 2233
2018
Q4 		$272K Buy
8,691
+234
+3% +$8.26K ﹤0.01% 2097
2018
Q3 		$332K Buy
8,457
+39
+0.5% +$1.56K ﹤0.01% 2083
2018
Q2 		$345K Sell
8,418
-48
-0.6% -$1.96K ﹤0.01% 2009
2018
Q1 		$328K Buy
8,466
+36
+0.4% +$1.4K ﹤0.01% 2007
2017
Q4 		$329K Sell
8,430
-2,318
-22% -$93.1K ﹤0.01% 1977
2017
Q3 		$445K Buy
10,748
+36
+0.3% +$1.42K ﹤0.01% 1688
2017
Q2 		$436K Buy
10,712
+33
+0.3% +$1.34K ﹤0.01% 1663
2017
Q1 		$438K Buy
10,679
+2,476
+30% +$102K ﹤0.01% 1589
2016
Q4 		$328K Buy
8,203
+44
+0.5% +$1.52K ﹤0.01% 1717
2016
Q3 		$250K Buy
8,159
+44
+0.5% +$1.33K ﹤0.01% 1849
2016
Q2 		$236K Buy
8,115
+47
+0.6% +$1.33K ﹤0.01% 1839
2016
Q1 		$225K Buy
+8,068
New +$213K ﹤0.01% 1836
2015
Q2 		– Sell
-11,081
Closed -$291K – 2254
2015
Q1 		$291K Buy
11,081
+43
+0.4% +$1.1K ﹤0.01% 1662
2014
Q4 		$288K Buy
11,038
+40
+0.4% +$976 ﹤0.01% 1587
2014
Q3 		$252K Buy
10,998
+43
+0.4% +$1.03K ﹤0.01% 1680
2014
Q2 		$273K Buy
10,955
+96
+0.9% +$2.32K ﹤0.01% 1617
2014
Q1 		$271K Buy
+10,859
New +$274K ﹤0.01% 1552
2013
Q3 		– Sell
-201,831
Closed -$4.36M – 1932
2013
Q2 		$4.36M Buy
+201,831
New +$4.19M 0.08% 239

Other funds holding SASR

Osaic Holdings
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

Commonwealth Equity Services's SASR Position: Q2 2025 in Review

Commonwealth Equity Services sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 11,551 shares — an estimated $323K sold.

Commonwealth Equity Services first reported a position in SASR in Q2 2013 and held it in 43 quarters. The position peaked at $4.43M in Q3 2021. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

  • Commonwealth Equity Services reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,551 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $323K.
  • Commonwealth Equity Services first reported a position in Sandy Spring Bancorp Inc in Q2 2013 and held it in 43 quarters.
  • Commonwealth Equity Services's Sandy Spring Bancorp Inc position peaked at $4.43M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Commonwealth Equity Services's 13F filing for Q2 2025, filed 6 Aug 2025.