Forum Financial Management’s SouthState Bank Corp SSB Stock Holding History

Forum Financial Management’s Portfolio SSB Stock Details SSB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$403K	Hold
2025 Q3	$423K	Buy
2025 Q2	$328K	Hold
2025 Q1	$331K	Buy
2024 Q4	$260K	Buy