Carson Wealth (CWM LLC)’s Southern States Bancshares SSBK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SSBK Stock Details SSBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-693	Closed	-$25K	–	5527
2025 Q2	$25K	Buy	693 +203	+41%	+$6.95K	﹤0.01%	3779
2025 Q1	$18K	Buy	490 +136	+38%	+$4.44K	﹤0.01%	3770
2024 Q4	$12K	Buy	354 +3	+0.9%	+$101	﹤0.01%	3778
2024 Q3	$11K	Buy	351 +222	+172%	+$6.67K	﹤0.01%	3753
2024 Q2	$4K	Buy	129 +116	+892%	+$2.96K	﹤0.01%	4006
2024 Q1	$0	Buy	+13	New	+$339	﹤0.01%	4725

Carson Wealth (CWM LLC)'s SSBK Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Southern States Bancshares (SSBK) in Q3 2025, closing a stake of 693 shares — an estimated $25K sold.

Carson Wealth (CWM LLC) first reported a position in SSBK in Q1 2024 and held it in 6 quarters. The position peaked at $25K in Q2 2025. 0 funds tracked by Wall St. Rank hold SSBK as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Southern States Bancshares position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 693 Southern States Bancshares shares in Q3 2025, an estimated $25K.
Carson Wealth (CWM LLC) first reported a position in Southern States Bancshares in Q1 2024 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s Southern States Bancshares position peaked at $25K in Q2 2025.
0 funds tracked by Wall St. Rank held Southern States Bancshares as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.