Center for Financial Planning’s Southern States Bancshares SSBK Stock Holding History

Center for Financial Planning’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	-1,000	Closed	-$36.4K	–	698
2025 Q2	$36.4K	Buy	+1,000	New	+$34.3K	﹤0.01%	326

Center for Financial Planning's SSBK Position: Q3 2025 in Review

Center for Financial Planning sold out of Southern States Bancshares (SSBK) in Q3 2025, closing a stake of 1,000 shares — an estimated $36.4K sold.

Center for Financial Planning first reported a position in SSBK in Q2 2025 and held it in 1 quarter. The position peaked at $36.4K in Q2 2025. 0 funds tracked by Wall St. Rank hold SSBK as of Q3 2025.

Center for Financial Planning reported no remaining Southern States Bancshares position as of Q3 2025 after selling out during the quarter.
Center for Financial Planning sold 1,000 Southern States Bancshares shares in Q3 2025, an estimated $36.4K.
Center for Financial Planning first reported a position in Southern States Bancshares in Q2 2025 and held it in 1 quarter.
Center for Financial Planning's Southern States Bancshares position peaked at $36.4K in Q2 2025.
0 funds tracked by Wall St. Rank held Southern States Bancshares as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.