J.W. Cole Advisors’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
Q2 | $423K | Buy |
+4,592
| New | +$423K | 0.01% | 979 |
|
|
2025
Q1 | – | Sell |
-4,524
| Closed | -$450K | – | 1347 |
|
|
2024
Q4 | $450K | Buy |
4,524
+5
| +0.1% | +$497 | 0.02% | 633 |
|
|
2024
Q3 | $439K | Buy |
4,519
+89
| +2% | +$8.65K | 0.02% | 643 |
|
|
2024
Q2 | $339K | Sell |
4,430
-510
| -10% | -$39K | 0.02% | 665 |
|
|
2024
Q1 | $418K | Buy |
+4,940
| New | +$418K | 0.02% | 584 |
|
|
2021
Q1 | – | Sell |
-4,018
| Closed | -$290K | – | 697 |
|
|
2020
Q4 | $290K | Buy |
+4,018
| New | +$290K | 0.03% | 489 |
|