Kestra Advisory Services’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
$541K Buy
5,878
+625
+12% +$57.5K ﹤0.01% 1902
2025
Q1
$488K Buy
+5,253
New +$488K ﹤0.01% 1829
2024
Q3
Sell
-5,671
Closed -$433K 2712
2024
Q2
$433K Buy
+5,671
New +$433K ﹤0.01% 1867
2021
Q4
Sell
-7,053
Closed -$527K 2178
2021
Q3
$527K Buy
+7,053
New +$527K 0.01% 1361
2021
Q1
Sell
-6,191
Closed -$447K 2051
2020
Q4
$447K Buy
+6,191
New +$447K 0.01% 1262