AIA
Arbor Investment Advisors’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,735
| Closed | -$266K | – | 107 |
|
|
2023
Q1 | $266K | Sell |
3,735
-1,700
| -31% | -$121K | 0.05% | 83 |
|
|
2022
Q4 | $415K | Sell |
5,435
-1,280
| -19% | -$97.7K | 0.09% | 62 |
|
|
2022
Q3 | $531K | Hold |
6,715
| – | – | 0.13% | 40 |
|
|
2022
Q2 | $518K | Hold |
6,715
| – | – | 0.11% | 50 |
|
|
2022
Q1 | $548K | Buy |
6,715
+215
| +3% | +$17.5K | 0.1% | 54 |
|
|
2021
Q4 | $521K | Hold |
6,500
| – | – | 0.1% | 59 |
|
|
2021
Q3 | $485K | Buy |
6,500
+100
| +2% | +$7.46K | 0.1% | 60 |
|
|
2021
Q2 | $523K | Sell |
6,400
-4,164
| -39% | -$340K | 0.11% | 60 |
|
|
2021
Q1 | $829K | Buy |
10,564
+4,934
| +88% | +$387K | 0.19% | 37 |
|
|
2020
Q4 | $407K | Hold |
5,630
| – | – | 0.09% | 60 |
|
|
2020
Q3 | $271K | Hold |
5,630
| – | – | 0.07% | 71 |
|
|
2020
Q2 | $268K | Hold |
5,630
| – | – | 0.07% | 70 |
|
|
2020
Q1 | $331K | Hold |
5,630
| – | – | 0.11% | 56 |
|
|
2019
Q4 | $488K | Hold |
5,630
| – | – | 0.14% | 48 |
|
|
2019
Q3 | $424K | Hold |
5,630
| – | – | 0.13% | 52 |
|
|
2019
Q2 | $415K | Hold |
5,630
| – | – | 0.13% | 47 |
|
|
2019
Q1 | $385K | Hold |
5,630
| – | – | 0.12% | 45 |
|
|
2018
Q4 | $338K | Hold |
5,630
| – | – | 0.12% | 39 |
|
|
2018
Q3 | $462K | Hold |
5,630
| – | – | 0.17% | 34 |
|
|
2018
Q2 | $486K | Hold |
5,630
| – | – | 0.19% | 26 |
|
|
2018
Q1 | $480K | Sell |
5,630
-2,983
| -35% | -$254K | 0.2% | 26 |
|
|
2017
Q4 | $751K | Buy |
+8,613
| New | +$751K | 0.33% | 20 |
|