AR
Advisory Research’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
146,929
+43,714
| +42% | +$4.02M | 2.08% | 16 |
|
|
2025
Q1 | $9.58M | Sell |
103,215
-25,889
| -20% | -$2.4M | 1.69% | 22 |
|
|
2024
Q4 | $12.8M | Buy |
129,104
+94,193
| +270% | +$9.37M | 2.13% | 12 |
|
|
2024
Q3 | $3.39M | Buy |
34,911
+7,030
| +25% | +$683K | 0.6% | 47 |
|
|
2024
Q2 | $2.13M | Sell |
27,881
-899
| -3% | -$68.7K | 0.4% | 59 |
|
|
2024
Q1 | $2.45M | Buy |
28,780
+676
| +2% | +$57.5K | 0.49% | 49 |
|
|
2023
Q4 | $2.37M | Sell |
28,104
-2,055
| -7% | -$174K | 0.37% | 71 |
|
|
2023
Q3 | $2.03M | Sell |
30,159
-1,165
| -4% | -$78.5K | 0.28% | 100 |
|
|
2023
Q2 | $2.06M | Buy |
31,324
+207
| +0.7% | +$13.6K | 0.26% | 104 |
|
|
2023
Q1 | $2.22M | Buy |
31,117
+5,267
| +20% | +$375K | 0.36% | 73 |
|
|
2022
Q4 | $1.97M | Buy |
25,850
+1,090
| +4% | +$83.2K | 0.19% | 84 |
|
|
2022
Q3 | $1.96M | Buy |
24,760
+2,078
| +9% | +$164K | 0.19% | 88 |
|
|
2022
Q2 | $1.75M | Sell |
22,682
-911
| -4% | -$70.3K | 0.17% | 94 |
|
|
2022
Q1 | $1.93M | Buy |
+23,593
| New | +$1.93M | 0.15% | 107 |
|
|
2020
Q4 | – | Sell |
-52,930
| Closed | -$2.55M | – | 349 |
|
|
2020
Q3 | $2.55M | Sell |
52,930
-19,110
| -27% | -$920K | 0.25% | 95 |
|
|
2020
Q2 | $3.43M | Buy |
+72,040
| New | +$3.43M | 0.31% | 83 |
|
|
2019
Q2 | – | Sell |
-68,247
| Closed | -$4.66M | – | 386 |
|
|
2019
Q1 | $4.66M | Sell |
68,247
-82,301
| -55% | -$5.62M | 0.09% | 121 |
|
|
2018
Q4 | $9.03M | Sell |
150,548
-5,593
| -4% | -$335K | 0.19% | 115 |
|
|
2018
Q3 | $12.8M | Sell |
156,141
-1,276
| -0.8% | -$105K | 0.21% | 113 |
|
|
2018
Q2 | $13.6M | Sell |
157,417
-506
| -0.3% | -$43.6K | 0.22% | 112 |
|
|
2018
Q1 | $13.5M | Sell |
157,923
-7,640
| -5% | -$652K | 0.24% | 102 |
|
|
2017
Q4 | $14.4M | Buy |
+165,563
| New | +$14.4M | 0.24% | 99 |
|