AE Wealth Management’s SouthState Bank Corporation SSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,728
| Closed | -$230K | – | 1869 |
|
|
2023
Q4 | $230K | Sell |
2,728
-3,994
| -59% | -$337K | ﹤0.01% | 1828 |
|
|
2023
Q3 | $453K | Sell |
6,722
-158
| -2% | -$10.6K | ﹤0.01% | 1428 |
|
|
2023
Q2 | $453K | Buy |
6,880
+41
| +0.6% | +$2.7K | ﹤0.01% | 1443 |
|
|
2023
Q1 | $487K | Buy |
6,839
+407
| +6% | +$29K | ﹤0.01% | 1362 |
|
|
2022
Q4 | $491K | Buy |
6,432
+1,998
| +45% | +$153K | ﹤0.01% | 1322 |
|
|
2022
Q3 | $351K | Buy |
+4,434
| New | +$351K | ﹤0.01% | 1400 |
|