Creative Planning’s SouthState Bank Corporation SSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Sell |
34,333
-97
| -0.3% | -$8.93K | ﹤0.01% | 995 |
|
|
2025
Q1 | $3.2M | Buy |
34,430
+9,549
| +38% | +$886K | ﹤0.01% | 902 |
|
|
2024
Q4 | $2.48M | Buy |
24,881
+6,685
| +37% | +$665K | ﹤0.01% | 1007 |
|
|
2024
Q3 | $1.77M | Buy |
18,196
+3,831
| +27% | +$372K | ﹤0.01% | 1138 |
|
|
2024
Q2 | $1.1M | Buy |
14,365
+2,225
| +18% | +$170K | ﹤0.01% | 1340 |
|
|
2024
Q1 | $1.03M | Buy |
12,140
+1,892
| +18% | +$161K | ﹤0.01% | 1319 |
|
|
2023
Q4 | $865K | Buy |
10,248
+1,707
| +20% | +$144K | ﹤0.01% | 1309 |
|
|
2023
Q3 | $575K | Buy |
8,541
+593
| +7% | +$39.9K | ﹤0.01% | 1469 |
|
|
2023
Q2 | $523K | Buy |
7,948
+684
| +9% | +$45K | ﹤0.01% | 1513 |
|
|
2023
Q1 | $518K | Buy |
7,264
+655
| +10% | +$46.7K | ﹤0.01% | 1440 |
|
|
2022
Q4 | $505K | Buy |
6,609
+1,026
| +18% | +$78.3K | ﹤0.01% | 1415 |
|
|
2022
Q3 | $442K | Buy |
5,583
+117
| +2% | +$9.26K | ﹤0.01% | 1406 |
|
|
2022
Q2 | $422K | Buy |
5,466
+151
| +3% | +$11.7K | ﹤0.01% | 1403 |
|
|
2022
Q1 | $434K | Buy |
+5,315
| New | +$434K | ﹤0.01% | 1405 |
|
|
2017
Q3 | – | Sell |
-453
| Closed | -$39K | – | 3382 |
|
|
2017
Q2 | $39K | Sell |
453
-430
| -49% | -$37K | ﹤0.01% | 2697 |
|
|
2017
Q1 | $79K | Buy |
883
+3
| +0.3% | +$268 | ﹤0.01% | 2106 |
|
|
2016
Q4 | $77K | Hold |
880
| – | – | ﹤0.01% | 2033 |
|
|
2016
Q3 | $66K | Hold |
880
| – | – | ﹤0.01% | 2134 |
|
|
2016
Q2 | $60K | Hold |
880
| – | – | ﹤0.01% | 2003 |
|
|
2016
Q1 | $57K | Sell |
880
-121
| -12% | -$7.84K | ﹤0.01% | 1995 |
|
|
2015
Q4 | $72K | Buy |
1,001
+508
| +103% | +$36.5K | ﹤0.01% | 1813 |
|
|
2015
Q3 | $38K | Buy |
+493
| New | +$38K | ﹤0.01% | 2239 |
|
|
2015
Q2 | – | Sell |
-543
| Closed | -$37K | – | 2640 |
|
|
2015
Q1 | $37K | Sell |
543
-241
| -31% | -$16.4K | ﹤0.01% | 2221 |
|
|
2014
Q4 | $53K | Buy |
784
+291
| +59% | +$19.7K | ﹤0.01% | 1958 |
|
|
2014
Q3 | $28K | Buy |
+493
| New | +$28K | ﹤0.01% | 2283 |
|
|
2014
Q2 | – | Sell |
-986
| Closed | -$62K | – | 3801 |
|
|
2014
Q1 | $62K | Buy |
+986
| New | +$62K | ﹤0.01% | 1660 |
|