Cyndeo Wealth Partners’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
$2.03M Hold
22,062
0.12% 159
2025
Q1
$2.05M Hold
22,062
0.13% 161
2024
Q4
$2.19M Hold
22,062
0.15% 152
2024
Q3
$2.14M Hold
22,062
0.15% 159
2024
Q2
$1.69M Sell
22,062
-2,157
-9% -$165K 0.13% 171
2024
Q1
$2.06M Buy
24,219
+3,218
+15% +$274K 0.17% 151
2023
Q4
$1.77M Hold
21,001
0.16% 151
2023
Q3
$1.41M Hold
21,001
0.15% 153
2023
Q2
$1.38M Hold
21,001
0.14% 148
2023
Q1
$1.5M Hold
21,001
0.16% 147
2022
Q4
$1.6M Buy
+21,001
New +$1.6M 0.19% 138