Carson Wealth (CWM LLC)’s SouthState Bank Corp SSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.03M | Buy |
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|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $995K | Sell |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $5.47M | Buy |
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|
2021
Q2 | $2.1M | Hold |
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|
2021
Q1 | $2.1M | Hold |
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|
2020
Q4 | $2.1M | Hold |
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|
2020
Q3 | $2.1M | Hold |
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|
2020
Q2 | $2.1M | Hold |
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|
2020
Q1 | $2.1M | Hold |
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|
2019
Q4 | $2.1M | Hold |
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|
2019
Q3 | $2.1M | Hold |
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|
2019
Q2 | $2.1M | Hold |
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|
2019
Q1 | $2.1M | Buy |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Buy |
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