EverSource Wealth Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

EverSource Wealth 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	-208	Closed	-$5.81K	–	4408
2025 Q1	$5.81K	Sell	208 -29	-12%	-$923	﹤0.01%	2422
2024 Q4	$7.99K	Buy	237 +14	+6%	+$489	﹤0.01%	2116
2024 Q3	$6.99K	Buy	223 +12	+6%	+$355	﹤0.01%	2069
2024 Q2	$6.46K	Hold	211	–	–	﹤0.01%	2108
2024 Q1	$4.32K	Buy	211 +49	+30%	+$1.15K	﹤0.01%	2116
2023 Q4	$4.41K	Buy	162 +116	+252%	+$2.62K	﹤0.01%	1908
2023 Q3	$986	Buy	+46	New	+$1.05K	﹤0.01%	2224

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

EverSource Wealth Advisors's SASR Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 208 shares — an estimated $5.81K sold.

EverSource Wealth Advisors first reported a position in SASR in Q3 2023 and held it in 7 quarters. The position peaked at $7.99K in Q4 2024. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

EverSource Wealth Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 208 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $5.81K.
EverSource Wealth Advisors first reported a position in Sandy Spring Bancorp Inc in Q3 2023 and held it in 7 quarters.
EverSource Wealth Advisors's Sandy Spring Bancorp Inc position peaked at $7.99K in Q4 2024.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.