Caldwell Trust’s SouthState Bank Corp SSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Hold |
1,121
|
|
||||
|
2025
Q1 | $104K | Hold |
1,121
|
|
||||
|
2024
Q4 | $112K | Hold |
1,121
|
|
||||
|
2024
Q3 | $109K | Sell |
1,121
-197
|
|
||||
|
2024
Q2 | $101K | Hold |
1,318
|
|
||||
|
2024
Q1 | $112K | Hold |
1,318
|
|
||||
|
2023
Q4 | $111K | Sell |
1,318
-500
|
|
||||
|
2023
Q3 | $122K | Hold |
1,818
|
|
||||
|
2023
Q2 | $120K | Hold |
1,818
|
|
||||
|
2023
Q1 | $130K | Hold |
1,818
|
|
||||
|
2022
Q4 | $139K | Hold |
1,818
|
|
||||
|
2022
Q3 | $144K | Sell |
1,818
-400
|
|
||||
|
2022
Q2 | $171K | Hold |
2,218
|
|
||||
|
2022
Q1 | $181K | Hold |
2,218
|
|
||||
|
2021
Q4 | $178K | Sell |
2,218
-250
|
|
||||
|
2021
Q3 | $184K | Sell |
2,468
-500
|
|
||||
|
2021
Q2 | $243K | Hold |
2,968
|
|
||||
|
2021
Q1 | $233K | Sell |
2,968
-154
|
|
||||
|
2020
Q4 | $226K | Hold |
3,122
|
|
||||
|
2020
Q3 | $150K | Sell |
3,122
-544
|
|
||||
|
2020
Q2 | $175K | Buy |
+3,666
|
|