CSC
Caldwell Sutter Capital’s Summit State Bank SSBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Buy |
349,264
+36,160
| +12% | +$392K | 1.73% | 7 |
|
|
2025
Q1 | $2.89M | Buy |
313,104
+65,434
| +26% | +$604K | 1.37% | 11 |
|
|
2024
Q4 | $1.89M | Buy |
247,670
+19,201
| +8% | +$147K | 0.88% | 25 |
|
|
2024
Q3 | $1.93M | Buy |
228,469
+26,293
| +13% | +$222K | 0.9% | 27 |
|
|
2024
Q2 | $1.91M | Sell |
202,176
-7,152
| -3% | -$67.6K | 0.95% | 19 |
|
|
2024
Q1 | $2.27M | Buy |
209,328
+1,573
| +0.8% | +$17.1K | 1.09% | 16 |
|
|
2023
Q4 | $2.55M | Buy |
207,755
+9,799
| +5% | +$120K | 1.3% | 11 |
|
|
2023
Q3 | $3.18M | Sell |
197,956
-364
| -0.2% | -$5.85K | 1.76% | 7 |
|
|
2023
Q2 | $3M | Buy |
198,320
+3,144
| +2% | +$47.5K | 1.57% | 11 |
|
|
2023
Q1 | $2.71M | Buy |
195,176
+25,930
| +15% | +$360K | 1.97% | 8 |
|
|
2022
Q4 | $2.67M | Buy |
+169,246
| New | +$2.67M | 2.36% | 8 |
|