Charles Schwab’s Southern States Bancshares SSBK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $889K | Buy |
24,436
+910
| +4% | +$33.1K | ﹤0.01% | 2935 |
|
2025
Q1 | $841K | Buy |
23,526
+904
| +4% | +$32.3K | ﹤0.01% | 2900 |
|
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% | +$69.4K | ﹤0.01% | 3105 |
|
2024
Q1 | $520K | Hold |
20,066
| – | – | ﹤0.01% | 3015 |
|
2023
Q4 | $588K | Hold |
20,066
| – | – | ﹤0.01% | 3014 |
|
2023
Q3 | $453K | Hold |
20,066
| – | – | ﹤0.01% | 3076 |
|
2023
Q2 | $423K | Buy |
+20,066
| New | +$423K | ﹤0.01% | 3133 |
|