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

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

Bought

Maintained

Sold

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