Concurrent Investment Advisors’s SouthState Bank Corporation SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Buy |
9,836
+214
| +2% | +$19.7K | 0.02% | 624 |
|
|
2025
Q1 | $893K | Sell |
9,622
-184
| -2% | -$17.1K | 0.02% | 572 |
|
|
2024
Q4 | $976K | Hold |
9,806
| – | – | 0.03% | 489 |
|
|
2024
Q3 | $953K | Sell |
9,806
-22
| -0.2% | -$2.14K | 0.03% | 472 |
|
|
2024
Q2 | $751K | Buy |
9,828
+81
| +0.8% | +$6.19K | 0.02% | 494 |
|
|
2024
Q1 | $829K | Buy |
9,747
+34
| +0.4% | +$2.89K | 0.03% | 412 |
|
|
2023
Q4 | $820K | Buy |
+9,713
| New | +$820K | 0.04% | 368 |
|