FWP
Firethorn Wealth Partners’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,208
| Closed | -$245K | – | 161 |
|
|
2024
Q2 | $245K | Sell |
3,208
-643
| -17% | -$49.1K | 0.14% | 122 |
|
|
2024
Q1 | $327K | Buy |
3,851
+5
| +0.1% | +$425 | 0.19% | 104 |
|
|
2023
Q4 | $325K | Sell |
3,846
-5,372
| -58% | -$454K | 0.21% | 94 |
|
|
2023
Q3 | $621K | Buy |
9,218
+1,230
| +15% | +$82.8K | 0.48% | 43 |
|
|
2023
Q2 | $526K | Sell |
7,988
-96
| -1% | -$6.32K | 0.39% | 50 |
|
|
2023
Q1 | $543K | Buy |
8,084
+220
| +3% | +$14.8K | 0.42% | 48 |
|
|
2022
Q4 | $601K | Sell |
7,864
-488
| -6% | -$37.3K | 0.51% | 44 |
|
|
2022
Q3 | $661K | Sell |
8,352
-328
| -4% | -$26K | 0.61% | 35 |
|
|
2022
Q2 | $720K | Buy |
8,680
+6
| +0.1% | +$498 | 0.58% | 36 |
|
|
2022
Q1 | $708K | Sell |
8,674
-966
| -10% | -$78.8K | 0.54% | 46 |
|
|
2021
Q4 | $772K | Buy |
+9,640
| New | +$772K | 0.58% | 41 |
|
|
2021
Q2 | $787K | Sell |
9,627
-3,455
| -26% | -$282K | 0.66% | 37 |
|
|
2021
Q1 | $1.03M | Sell |
13,082
-1,428
| -10% | -$112K | 0.96% | 25 |
|
|
2020
Q4 | $1.05M | Buy |
+14,510
| New | +$1.05M | 1.13% | 22 |
|