Heritage Wealth Management (Arizona)’s SouthState Bank Corporation SSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $205K | Sell |
2,684
-323
| -11% | -$24.7K | 0.11% | 162 |
|
|
2024
Q1 | $256K | Sell |
3,007
-43
| -1% | -$3.66K | 0.13% | 143 |
|
|
2023
Q4 | $258K | Buy |
+3,050
| New | +$258K | 0.14% | 132 |
|
|
2022
Q4 | $634K | Buy |
8,305
+4,568
| +122% | +$349K | 0.09% | 161 |
|
|
2022
Q3 | $296K | Sell |
3,737
-825
| -18% | -$65.3K | 0.1% | 154 |
|
|
2022
Q2 | $352K | Buy |
4,562
+393
| +9% | +$30.3K | 0.12% | 132 |
|
|
2022
Q1 | $340K | Buy |
+4,169
| New | +$340K | 0.09% | 172 |
|
|
2021
Q3 | $163K | Buy |
2,185
+561
| +35% | +$41.9K | 0.06% | 252 |
|
|
2021
Q2 | $133K | Buy |
+1,624
| New | +$133K | 0.05% | 291 |
|