Heritage Family Offices’s SouthState Bank Corporation SSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,072	Closed	-$206K	–	194
2024 Q4	$206K	Sell	2,072 -601	-22%	-$59.8K	0.1%	176
2024 Q3	$260K	Sell	2,673 -11	-0.4%	-$1.07K	0.13%	148
2024 Q2	$205K	Buy	+2,684	New	+$205K	0.11%	162