Rothschild Investment LLC’s Sandy Spring Bancorp Inc SASR Stock Holding History

Rothschild Investment LLC’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	-80	Closed	-$2.24K	–	3223
2025 Q1	$2.24K	Buy	80 +20	+33%	+$636	﹤0.01%	1824
2024 Q4	$2.02K	Buy	60 +5	+9%	+$174	﹤0.01%	1796
2024 Q3	$1.73K	Buy	55 +35	+175%	+$1.03K	﹤0.01%	1807
2024 Q2	$487	Buy	20 +15	+300%	+$333	﹤0.01%	2033
2024 Q1	$116	Buy	+5	New	+$118	﹤0.01%	2133

Other funds holding SASR

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Rothschild Investment LLC's SASR Position: Q2 2025 in Review

Rothschild Investment LLC sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 80 shares — an estimated $2.24K sold.

Rothschild Investment LLC first reported a position in SASR in Q1 2024 and held it in 5 quarters. The position peaked at $2.24K in Q1 2025. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Rothschild Investment LLC reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Rothschild Investment LLC sold 80 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $2.24K.
Rothschild Investment LLC first reported a position in Sandy Spring Bancorp Inc in Q1 2024 and held it in 5 quarters.
Rothschild Investment LLC's Sandy Spring Bancorp Inc position peaked at $2.24K in Q1 2025.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.