Kestra Advisory Services’s Sandy Spring Bancorp Inc SASR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-139,782
| Closed | -$3.91M | – | 3016 |
|
|
2025
Q1 | $3.91M | Sell |
139,782
-6,793
| -5% | -$216K | 0.02% | 673 |
|
|
2024
Q4 | $4.94M | Sell |
146,575
-920
| -0.6% | -$32.1K | 0.03% | 585 |
|
|
2024
Q3 | $4.63M | Sell |
147,495
-785
| -0.5% | -$23.2K | 0.03% | 617 |
|
|
2024
Q2 | $3.61M | Sell |
148,280
-665
| -0.4% | -$14.8K | 0.02% | 705 |
|
|
2024
Q1 | $3.45M | Sell |
148,945
-7,625
| -5% | -$179K | 0.02% | 656 |
|
|
2023
Q4 | $4.26M | Sell |
156,570
-7,261
| -4% | -$164K | 0.03% | 513 |
|
|
2023
Q3 | $3.51M | Buy |
163,831
+505
| +0.3% | +$11.5K | 0.03% | 497 |
|
|
2023
Q2 | $3.7M | Sell |
163,326
-664
| -0.4% | -$15.2K | 0.04% | 463 |
|
|
2023
Q1 | $4.26M | Buy |
163,990
+17,658
| +12% | +$568K | 0.05% | 402 |
|
|
2022
Q4 | $5.16M | Sell |
146,332
-42,187
| -22% | -$1.48M | 0.05% | 428 |
|
|
2022
Q3 | $6.65M | Buy |
188,519
+9,403
| +5% | +$371K | 0.07% | 301 |
|
|
2022
Q2 | $7M | Buy |
179,116
+95,636
| +115% | +$3.91M | 0.07% | 286 |
|
|
2022
Q1 | $3.75M | Buy |
83,480
+159
| +0.2% | +$7.5K | 0.04% | 454 |
|
|
2021
Q4 | $4.01M | Buy |
83,321
+18,265
| +28% | +$884K | 0.04% | 429 |
|
|
2021
Q3 | $2.98M | Buy |
65,056
+342
| +0.5% | +$14.6K | 0.03% | 563 |
|
|
2021
Q2 | $2.86M | Buy |
64,714
+32,692
| +102% | +$1.48M | 0.03% | 526 |
|
|
2021
Q1 | $1.39M | Buy |
32,022
+981
| +3% | +$37.3K | 0.02% | 737 |
|
|
2020
Q4 | $999K | Buy |
+31,041
| New | +$886K | 0.01% | 870 |
|
Other funds holding SASR
Kestra Advisory Services's SASR Position: Q2 2025 in Review
Kestra Advisory Services sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 139,782 shares — an estimated $3.91M sold.
Kestra Advisory Services first reported a position in SASR in Q4 2020 and held it in 18 quarters. The position peaked at $7M in Q2 2022. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.
- Kestra Advisory Services reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
- Kestra Advisory Services sold 139,782 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $3.91M.
- Kestra Advisory Services first reported a position in Sandy Spring Bancorp Inc in Q4 2020 and held it in 18 quarters.
- Kestra Advisory Services's Sandy Spring Bancorp Inc position peaked at $7M in Q2 2022.
- 2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.
Based on Kestra Advisory Services's 13F filing for Q2 2025, filed 15 Aug 2025.