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

TritonPoint 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	-19,119	Closed	-$534K	–	361
2025 Q1	$534K	Sell	19,119 -1,000	-5%	-$31.8K	0.05%	207
2024 Q4	$678K	Buy	20,119 +302	+2%	+$10.5K	0.06%	180
2024 Q3	$617K	Buy	19,817 +17	+0.1%	+$502	0.06%	188
2024 Q2	$482K	Sell	19,800 -259	-1%	-$5.75K	0.05%	206
2024 Q1	$546K	Buy	20,059 +25	+0.1%	+$588	0.06%	194
2023 Q4	$546K	Buy	+20,034	New	+$452K	0.05%	205

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

TritonPoint Wealth's SASR Position: Q2 2025 in Review

TritonPoint Wealth sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 19,119 shares — an estimated $534K sold.

TritonPoint Wealth first reported a position in SASR in Q4 2023 and held it in 6 quarters. The position peaked at $678K in Q4 2024. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

TritonPoint Wealth reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
TritonPoint Wealth sold 19,119 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $534K.
TritonPoint Wealth first reported a position in Sandy Spring Bancorp Inc in Q4 2023 and held it in 6 quarters.
TritonPoint Wealth's Sandy Spring Bancorp Inc position peaked at $678K in Q4 2024.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on TritonPoint Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.