Carson Wealth (CWM LLC)’s SouthState Bank Corporation SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
11,569
-147
| -1% | -$13.5K | ﹤0.01% | 1217 |
|
|
2025
Q1 | $1.09M | Sell |
11,716
-235
| -2% | -$21.8K | ﹤0.01% | 1079 |
|
|
2024
Q4 | $1.19M | Sell |
11,951
-743
| -6% | -$73.9K | ﹤0.01% | 997 |
|
|
2024
Q3 | $1.23M | Sell |
12,694
-324
| -2% | -$31.5K | 0.01% | 908 |
|
|
2024
Q2 | $995K | Sell |
13,018
-1,239
| -9% | -$94.7K | ﹤0.01% | 888 |
|
|
2024
Q1 | $1.21M | Sell |
14,257
-1,290
| -8% | -$110K | 0.01% | 786 |
|
|
2023
Q4 | $1.31M | Sell |
15,547
-1,150
| -7% | -$97.1K | 0.01% | 699 |
|
|
2023
Q3 | $1.13M | Sell |
16,697
-1,274
| -7% | -$85.8K | 0.01% | 693 |
|
|
2023
Q2 | $1.18M | Sell |
17,971
-873
| -5% | -$57.5K | 0.01% | 650 |
|
|
2023
Q1 | $1.34M | Buy |
18,844
+20
| +0.1% | +$1.43K | 0.01% | 568 |
|
|
2022
Q4 | $1.44M | Sell |
18,824
-66
| -0.3% | -$5.04K | 0.01% | 510 |
|
|
2022
Q3 | $1.5M | Sell |
18,890
-494
| -3% | -$39.1K | 0.01% | 456 |
|
|
2022
Q2 | $1.5M | Sell |
19,384
-1,140
| -6% | -$87.9K | 0.01% | 456 |
|
|
2022
Q1 | $1.68M | Sell |
20,524
-47,770
| -70% | -$3.9M | 0.01% | 435 |
|
|
2021
Q4 | $5.47M | Buy |
+68,294
| New | +$5.47M | 0.04% | 287 |
|
|
2021
Q2 | $2.1M | Hold |
25,670
| – | – | 0.02% | 413 |
|
|
2021
Q1 | $2.1M | Hold |
25,670
| – | – | 0.02% | 413 |
|
|
2020
Q4 | $2.1M | Hold |
25,670
| – | – | 0.02% | 413 |
|
|
2020
Q3 | $2.1M | Hold |
25,670
| – | – | 0.02% | 413 |
|
|
2020
Q2 | $2.1M | Hold |
25,670
| – | – | 0.02% | 413 |
|
|
2020
Q1 | $2.1M | Hold |
25,670
| – | – | 0.02% | 413 |
|
|
2019
Q4 | $2.1M | Hold |
25,670
| – | – | 0.02% | 413 |
|
|
2019
Q3 | $2.1M | Hold |
25,670
| – | – | 0.02% | 413 |
|
|
2019
Q2 | $2.1M | Hold |
25,670
| – | – | 0.02% | 413 |
|
|
2019
Q1 | $2.1M | Buy |
25,670
+25,649
| +122,138% | +$2.1M | 0.02% | 413 |
|
|
2018
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1982 |
|
|
2018
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 1559 |
|
|
2018
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1418 |
|