Lido Advisors
SSB icon

Lido Advisors’s SouthState Bank Corp SSB Stock Holding History

Lido Advisors’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
2023
Q2 		– Sell
-5,612
Closed -$400K – 1298
2023
Q1 		$400K Sell
5,612
-78
-1% -$6.07K ﹤0.01% 767
2022
Q4 		$434K Buy
+5,690
New +$478K 0.01% 644

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Dimensional Fund Advisors
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American Century Companies
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Franklin Resources
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Morgan Stanley
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Lido Advisors's SSB Position: Q2 2023 in Review

Lido Advisors sold out of SouthState Bank Corp (SSB) in Q2 2023, closing a stake of 5,612 shares — an estimated $400K sold.

Lido Advisors first reported a position in SSB in Q4 2022 and held it in 2 quarters. The position peaked at $434K in Q4 2022. 326 funds tracked by Wall St. Rank hold SSB as of Q2 2023.

  • Lido Advisors reported no remaining SouthState Bank Corp position as of Q2 2023 after selling out during the quarter.
  • Lido Advisors sold 5,612 SouthState Bank Corp shares in Q2 2023, an estimated $400K.
  • Lido Advisors first reported a position in SouthState Bank Corp in Q4 2022 and held it in 2 quarters.
  • Lido Advisors's SouthState Bank Corp position peaked at $434K in Q4 2022.
  • 326 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2023.

Based on Lido Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.