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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
2,684
-323
-11% -$25K 0.11% 162
2024
Q1 		$256K Sell
3,007
-43
-1% -$3.54K 0.13% 143
2023
Q4 		$258K Buy
+3,050
New +$225K 0.14% 132
2022
Q4 		$634K Buy
8,305
+4,568
+122% +$383K 0.09% 161
2022
Q3 		$296K Sell
3,737
-825
-18% -$66.4K 0.1% 154
2022
Q2 		$352K Buy
4,562
+393
+9% +$30.6K 0.12% 132
2022
Q1 		$340K Buy
+4,169
New +$359K 0.09% 172
2021
Q3 		$163K Buy
2,185
+561
+35% +$40K 0.06% 252
2021
Q2 		$133K Buy
+1,624
New +$138K 0.05% 291

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Franklin Resources
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Geode Capital Management
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American Century Companies
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Morgan Stanley
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