Bank of Montreal’s SouthState Bank Corporation SSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
11,417
+8,329
| +270% | +$767K | ﹤0.01% | 1631 |
|
|
2025
Q1 | $287K | Buy |
3,088
+947
| +44% | +$87.9K | ﹤0.01% | 2291 |
|
|
2024
Q4 | $213K | Buy |
+2,141
| New | +$213K | ﹤0.01% | 2441 |
|
|
2024
Q2 | – | Sell |
-3,419
| Closed | -$291K | – | 3814 |
|
|
2024
Q1 | $291K | Sell |
3,419
-2,651
| -44% | -$226K | ﹤0.01% | 2510 |
|
|
2023
Q4 | $522K | Buy |
6,070
+52
| +0.9% | +$4.47K | ﹤0.01% | 2090 |
|
|
2023
Q3 | $407K | Buy |
6,018
+82
| +1% | +$5.54K | ﹤0.01% | 2212 |
|
|
2023
Q2 | $401K | Sell |
5,936
-12,199
| -67% | -$824K | ﹤0.01% | 2379 |
|
|
2023
Q1 | $1.29M | Buy |
18,135
+11,849
| +188% | +$844K | ﹤0.01% | 1688 |
|
|
2022
Q4 | $480K | Buy |
6,286
+1,639
| +35% | +$125K | ﹤0.01% | 2253 |
|
|
2022
Q3 | $369 | Sell |
4,647
-66
| -1% | -$5 | ﹤0.01% | 2397 |
|
|
2022
Q2 | $374 | Buy |
4,713
+2,258
| +92% | +$179 | ﹤0.01% | 2486 |
|
|
2022
Q1 | $204K | Buy |
+2,455
| New | +$204K | ﹤0.01% | 2976 |
|
|
2021
Q2 | – | Sell |
-3,577
| Closed | -$281K | – | 4433 |
|
|
2021
Q1 | $281K | Sell |
3,577
-10,364
| -74% | -$814K | ﹤0.01% | 2594 |
|
|
2020
Q4 | $1.12M | Buy |
13,941
+7,584
| +119% | +$610K | ﹤0.01% | 1820 |
|
|
2020
Q3 | $337K | Sell |
6,357
-2,561
| -29% | -$136K | ﹤0.01% | 2152 |
|
|
2020
Q2 | $391K | Buy |
8,918
+6,214
| +230% | +$272K | ﹤0.01% | 2076 |
|
|
2020
Q1 | $148K | Sell |
2,704
-4,478
| -62% | -$245K | ﹤0.01% | 2172 |
|
|
2019
Q4 | $623K | Buy |
7,182
+1,295
| +22% | +$112K | ﹤0.01% | 2124 |
|
|
2019
Q3 | $443K | Sell |
5,887
-279
| -5% | -$21K | ﹤0.01% | 2071 |
|
|
2019
Q2 | $455K | Buy |
6,166
+4,016
| +187% | +$296K | ﹤0.01% | 2087 |
|
|
2019
Q1 | $147K | Sell |
2,150
-514
| -19% | -$35.1K | ﹤0.01% | 2515 |
|
|
2018
Q4 | $160K | Buy |
2,664
+264
| +11% | +$15.9K | ﹤0.01% | 2416 |
|
|
2018
Q3 | $198K | Sell |
2,400
-10
| -0.4% | -$825 | ﹤0.01% | 2483 |
|
|
2018
Q2 | $207K | Buy |
2,410
+260
| +12% | +$22.3K | ﹤0.01% | 2454 |
|
|
2018
Q1 | $184K | Hold |
2,150
| – | – | ﹤0.01% | 2450 |
|
|
2017
Q4 | $187K | Buy |
2,150
+600
| +39% | +$52.2K | ﹤0.01% | 2444 |
|
|
2017
Q3 | $140K | Hold |
1,550
| – | – | ﹤0.01% | 2593 |
|
|
2017
Q2 | $133K | Buy |
1,550
+34
| +2% | +$2.92K | ﹤0.01% | 2604 |
|
|
2017
Q1 | $136K | Sell |
1,516
-781
| -34% | -$70.1K | ﹤0.01% | 2449 |
|
|
2016
Q4 | $195K | Sell |
2,297
-21,554
| -90% | -$1.83M | ﹤0.01% | 2251 |
|
|
2016
Q3 | $1.79M | Sell |
23,851
-7,384
| -24% | -$554K | ﹤0.01% | 1447 |
|
|
2016
Q2 | $2.13M | Buy |
31,235
+29,038
| +1,322% | +$1.98M | ﹤0.01% | 1373 |
|
|
2016
Q1 | $142K | Buy |
2,197
+363
| +20% | +$23.5K | ﹤0.01% | 2445 |
|
|
2015
Q4 | $132K | Buy |
1,834
+1,591
| +655% | +$115K | ﹤0.01% | 2474 |
|
|
2015
Q3 | $19K | Buy |
+243
| New | +$19K | ﹤0.01% | 3038 |
|
|
2015
Q2 | – | Sell |
-21,055
| Closed | -$1.44M | – | 3797 |
|
|
2015
Q1 | $1.44M | Hold |
21,055
| – | – | ﹤0.01% | 1369 |
|
|
2014
Q4 | $1.41M | Hold |
21,055
| – | – | ﹤0.01% | 1322 |
|
|
2014
Q3 | $1.18M | Buy |
21,055
+8,318
| +65% | +$465K | ﹤0.01% | 1392 |
|
|
2014
Q2 | $777K | Sell |
12,737
-7,110
| -36% | -$434K | ﹤0.01% | 1551 |
|
|
2014
Q1 | $1.24M | Buy |
19,847
+140
| +0.7% | +$8.76K | ﹤0.01% | 1232 |
|
|
2013
Q4 | $1.31M | Hold |
19,707
| – | – | ﹤0.01% | 1171 |
|
|
2013
Q3 | $1.09M | Buy |
+19,707
| New | +$1.09M | ﹤0.01% | 1187 |
|