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Carolinas Wealth Consulting’s SouthState Bank Corp SSB Stock Holding History

Carolinas Wealth Consulting’s Portfolio SSB Stock Details SSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-125
Closed -$11.6K – 820
2025
Q1 		$11.6K Sell
125
-1
-0.8% -$98 ﹤0.01% 512
2024
Q4 		$12.4K Buy
126
+5
+4% +$515 ﹤0.01% 524
2024
Q3 		$11.7K Buy
121
+1
+0.8% +$91 ﹤0.01% 542
2024
Q2 		$9.15K Sell
120
-2
-2% -$155 ﹤0.01% 571
2024
Q1 		$10.4K Sell
122
-60
-33% -$4.94K ﹤0.01% 553
2023
Q4 		$15.4K Sell
182
-10
-5% -$738 ﹤0.01% 486
2023
Q3 		$12.7K Buy
192
+7
+4% +$505 ﹤0.01% 488
2023
Q2 		$12.2K Sell
185
-3
-2% -$200 ﹤0.01% 567
2023
Q1 		$13.4K Buy
188
+6
+3% +$467 ﹤0.01% 559
2022
Q4 		$13.9K Buy
182
+74
+69% +$6.21K ﹤0.01% 562
2022
Q3 		$9K Hold
108
– – ﹤0.01% 589
2022
Q2 		$8K Hold
108
– – ﹤0.01% 612
2022
Q1 		$9K Sell
108
-4,761
-98% -$410K ﹤0.01% 625
2021
Q4 		$390K Buy
4,869
+29
+0.6% +$2.31K 0.09% 108
2021
Q3 		$361K Buy
4,840
+42
+0.9% +$2.99K 0.08% 106
2021
Q2 		$392K Sell
4,798
-40
-0.8% -$3.4K 0.09% 105
2021
Q1 		$380K Buy
4,838
+28
+0.6% +$2.25K 0.09% 103
2020
Q4 		$348K Buy
4,810
+96
+2% +$6.31K 0.09% 106
2020
Q3 		$227K Buy
4,714
+78
+2% +$4.03K 0.08% 122
2020
Q2 		$221K Buy
4,636
+49
+1% +$2.56K 0.09% 100
2020
Q1 		$269K Buy
+4,587
New +$339K 0.15% 78

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's SSB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of SouthState Bank Corp (SSB) in Q2 2025, closing a stake of 125 shares — an estimated $11.6K sold.

Carolinas Wealth Consulting first reported a position in SSB in Q1 2020 and held it in 21 quarters. The position peaked at $392K in Q2 2021. 485 funds tracked by Wall St. Rank hold SSB as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining SouthState Bank Corp position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 125 SouthState Bank Corp shares in Q2 2025, an estimated $11.6K.
  • Carolinas Wealth Consulting first reported a position in SouthState Bank Corp in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's SouthState Bank Corp position peaked at $392K in Q2 2021.
  • 485 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.