Charles Schwab’s Southern States Bancshares SSBK Stock Holding History

Charles Schwab’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	-24,436	Closed	-$889K	–	3534
2025 Q2	$889K	Buy	24,436 +910	+4%	+$31.2K	﹤0.01%	2935
2025 Q1	$841K	Buy	23,526 +904	+4%	+$29.5K	﹤0.01%	2897
2024 Q4	$754K	Hold	22,622	–	–	﹤0.01%	3007
2024 Q3	$695K	Hold	22,622	–	–	﹤0.01%	3039
2024 Q2	$614K	Buy	22,622 +2,556	+13%	+$65.3K	﹤0.01%	3105
2024 Q1	$520K	Hold	20,066	–	–	﹤0.01%	3016
2023 Q4	$588K	Hold	20,066	–	–	﹤0.01%	3015
2023 Q3	$453K	Hold	20,066	–	–	﹤0.01%	3077
2023 Q2	$423K	Buy	+20,066	New	+$431K	﹤0.01%	3134

Charles Schwab's SSBK Position: Q3 2025 in Review

Charles Schwab sold out of Southern States Bancshares (SSBK) in Q3 2025, closing a stake of 24,436 shares — an estimated $889K sold.

Charles Schwab first reported a position in SSBK in Q2 2023 and held it in 9 quarters. The position peaked at $889K in Q2 2025. 0 funds tracked by Wall St. Rank hold SSBK as of Q3 2025.

Charles Schwab reported no remaining Southern States Bancshares position as of Q3 2025 after selling out during the quarter.
Charles Schwab sold 24,436 Southern States Bancshares shares in Q3 2025, an estimated $889K.
Charles Schwab first reported a position in Southern States Bancshares in Q2 2023 and held it in 9 quarters.
Charles Schwab's Southern States Bancshares position peaked at $889K in Q2 2025.
0 funds tracked by Wall St. Rank held Southern States Bancshares as of Q3 2025.

Based on Charles Schwab's 13F filing for Q3 2025, filed 10 Nov 2025.