Foundations Investment Advisors’s SouthState Bank Corporation SSB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$691K Buy
7,514
+8
+0.1% +$736 0.01% 508
2025
Q1
$697K Buy
7,506
+3
+0% +$278 0.01% 489
2024
Q4
$746K Sell
7,503
-125
-2% -$12.4K 0.01% 455
2024
Q3
$741K Sell
7,628
-2,422
-24% -$235K 0.02% 420
2024
Q2
$768K Buy
10,050
+8
+0.1% +$611 0.02% 396
2024
Q1
$854K Buy
10,042
+8
+0.1% +$680 0.02% 348
2023
Q4
$813K Sell
10,034
-165
-2% -$13.4K 0.02% 344
2023
Q3
$687K Buy
+10,199
New +$687K 0.02% 335