EverSource Wealth Advisors’s SouthState Bank Corporation SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Buy |
1,910
+452
| +31% | +$41.6K | 0.01% | 911 |
|
|
2025
Q1 | $135K | Buy |
1,458
+144
| +11% | +$13.4K | 0.01% | 799 |
|
|
2024
Q4 | $131K | Sell |
1,314
-16
| -1% | -$1.59K | 0.01% | 824 |
|
|
2024
Q3 | $129K | Buy |
1,330
+6
| +0.5% | +$583 | 0.01% | 708 |
|
|
2024
Q2 | $131K | Hold |
1,324
| – | – | 0.01% | 706 |
|
|
2024
Q1 | $100K | Sell |
1,324
-312
| -19% | -$23.6K | 0.01% | 703 |
|
|
2023
Q4 | $138K | Hold |
1,636
| – | – | 0.01% | 532 |
|
|
2023
Q3 | $110K | Hold |
1,636
| – | – | 0.01% | 541 |
|
|
2023
Q2 | $108K | Buy |
1,636
+470
| +40% | +$30.9K | 0.01% | 558 |
|
|
2023
Q1 | $83.1K | Buy |
1,166
+123
| +12% | +$8.77K | 0.01% | 608 |
|
|
2022
Q4 | $79.6K | Hold |
1,043
| – | – | 0.01% | 584 |
|
|
2022
Q3 | $83K | Hold |
1,043
| – | – | 0.02% | 485 |
|
|
2022
Q2 | $80K | Hold |
1,043
| – | – | 0.02% | 447 |
|
|
2022
Q1 | $85K | Hold |
1,043
| – | – | 0.02% | 360 |
|
|
2021
Q4 | $84K | Buy |
+1,043
| New | +$84K | 0.02% | 330 |
|