LWANC
Laurel Wealth Advisors (North Carolina)’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Buy |
1,435,668
+1,420,019
| +9,074% | +$15.4M | 0.22% | 84 |
|
|
2025
Q1 | $1.45M | Sell |
15,649
-100
| -0.6% | -$9.28K | 0.23% | 92 |
|
|
2024
Q4 | $1.57M | Hold |
15,749
| – | – | 0.24% | 89 |
|
|
2024
Q3 | $1.53M | Hold |
15,749
| – | – | 0.24% | 87 |
|
|
2024
Q2 | $1.2M | Hold |
15,749
| – | – | 0.21% | 97 |
|
|
2024
Q1 | $1.34M | Hold |
15,749
| – | – | 0.23% | 92 |
|
|
2023
Q4 | $1.33M | Hold |
15,749
| – | – | 0.25% | 83 |
|
|
2023
Q3 | $1.06M | Sell |
15,749
-210
| -1% | -$14.1K | 0.22% | 86 |
|
|
2023
Q2 | $1.05M | Hold |
15,959
| – | – | 0.21% | 91 |
|
|
2023
Q1 | $1.14M | Hold |
15,959
| – | – | 0.24% | 85 |
|
|
2022
Q4 | $1.22M | Hold |
15,959
| – | – | 0.28% | 81 |
|
|
2022
Q3 | $1.26M | Sell |
15,959
-4
| -0% | -$317 | 0.31% | 76 |
|
|
2022
Q2 | $1.23M | Hold |
15,963
| – | – | 0.3% | 76 |
|
|
2022
Q1 | $1.3M | Buy |
15,963
+2,615
| +20% | +$213K | 0.27% | 80 |
|
|
2021
Q4 | $1.07M | Hold |
13,348
| – | – | 0.22% | 89 |
|
|
2021
Q3 | $997K | Hold |
13,348
| – | – | 0.22% | 87 |
|
|
2021
Q2 | $1.09M | Sell |
13,348
-1,742
| -12% | -$142K | 0.24% | 87 |
|
|
2021
Q1 | $1.19M | Sell |
15,090
-400
| -3% | -$31.4K | 0.29% | 77 |
|
|
2020
Q4 | $1.12M | Buy |
15,490
+11,142
| +256% | +$806K | 0.29% | 77 |
|
|
2020
Q3 | $209K | Hold |
4,348
| – | – | 0.06% | 142 |
|
|
2020
Q2 | $207K | Hold |
4,348
| – | – | 0.07% | 133 |
|
|
2020
Q1 | $255K | Hold |
4,348
| – | – | 0.1% | 121 |
|
|
2019
Q4 | $377K | Buy |
4,348
+2,615
| +151% | +$227K | 0.12% | 120 |
|
|
2019
Q3 | $130K | Hold |
1,733
| – | – | 0.04% | 161 |
|
|
2019
Q2 | $128K | Hold |
1,733
| – | – | 0.05% | 161 |
|
|
2019
Q1 | $118K | Buy |
1,733
+49
| +3% | +$3.34K | 0.04% | 163 |
|
|
2018
Q4 | $101K | Buy |
+1,684
| New | +$101K | 0.04% | 158 |
|