Envestnet Portfolio Solutions’s SouthState Bank Corporation SSB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,525
Closed -$450K 1754
2024
Q4
$450K Sell
4,525
-389
-8% -$38.7K ﹤0.01% 1293
2024
Q3
$478K Buy
4,914
+228
+5% +$22.2K ﹤0.01% 1230
2024
Q2
$358K Sell
4,686
-218
-4% -$16.7K ﹤0.01% 1279
2024
Q1
$417K Sell
4,904
-187
-4% -$15.9K ﹤0.01% 1192
2023
Q4
$430K Sell
5,091
-116
-2% -$9.8K ﹤0.01% 1111
2023
Q3
$351K Buy
+5,207
New +$351K ﹤0.01% 1145