Curio Wealth’s Sandy Spring Bancorp Inc SASR Stock Holding History

Curio Wealth’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	-1	Closed	-$33.7K	–	407
2025 Q1	$33.7K	Buy	+1	New	+$32	0.02%	145

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

Curio Wealth's SASR Position: Q2 2025 in Review

Curio Wealth sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 1 share — an estimated $33.7K sold.

Curio Wealth first reported a position in SASR in Q1 2025 and held it in 1 quarter. The position peaked at $33.7K in Q1 2025. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Curio Wealth reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Curio Wealth sold 1 Sandy Spring Bancorp Inc share in Q2 2025, an estimated $33.7K.
Curio Wealth first reported a position in Sandy Spring Bancorp Inc in Q1 2025 and held it in 1 quarter.
Curio Wealth's Sandy Spring Bancorp Inc position peaked at $33.7K in Q1 2025.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Curio Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.