Heritage Wealth Management (Arizona)’s SouthState Bank Corp SSB Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$205K	Sell
2024 Q1	$256K	Sell
2023 Q4	$258K	Buy
2022 Q4	$634K	Buy
2022 Q3	$296K	Sell
2022 Q2	$352K	Buy
2022 Q1	$340K	Buy
2021 Q3	$163K	Buy
2021 Q2	$133K	Buy