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 |
|