Kingsview Wealth Management’s Sandy Spring Bancorp Inc SASR Stock Holding History

Kingsview Wealth Management’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	-13,000	Closed	-$363K	–	1239
2025 Q1	$363K	Hold	13,000	–	–	0.01%	826
2024 Q4	$438K	Hold	13,000	–	–	0.01%	788
2024 Q3	$408K	Sell	13,000 -5,270	-29%	-$156K	0.01%	779
2024 Q2	$445K	Sell	18,270 -50	-0.3%	-$1.11K	0.01%	722
2024 Q1	$425K	Hold	18,320	–	–	0.01%	712
2023 Q4	$499K	Hold	18,320	–	–	0.01%	635
2023 Q3	$393K	Hold	18,320	–	–	0.01%	687
2023 Q2	$415K	Hold	18,320	–	–	0.02%	642
2023 Q1	$476K	Buy	18,320 +50	+0.3%	+$1.61K	0.02%	589
2022 Q4	$644K	Buy	+18,270	New	+$641K	0.03%	444

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

Kingsview Wealth Management's SASR Position: Q2 2025 in Review

Kingsview Wealth Management sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 13,000 shares — an estimated $363K sold.

Kingsview Wealth Management first reported a position in SASR in Q4 2022 and held it in 10 quarters. The position peaked at $644K in Q4 2022. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Kingsview Wealth Management reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Kingsview Wealth Management sold 13,000 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $363K.
Kingsview Wealth Management first reported a position in Sandy Spring Bancorp Inc in Q4 2022 and held it in 10 quarters.
Kingsview Wealth Management's Sandy Spring Bancorp Inc position peaked at $644K in Q4 2022.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Kingsview Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.