LW
Linscomb Wealth’s SouthState SSB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.44M | Hold |
15,659
| – | – | 0.07% | 154 |
|
2025
Q1 | $1.45M | Buy |
+15,659
| New | +$1.45M | 0.07% | 154 |
|
2020
Q2 | – | Sell |
-8,898
| Closed | -$523K | – | 370 |
|
2020
Q1 | $523K | Sell |
8,898
-2,570
| -22% | -$151K | 0.05% | 242 |
|
2019
Q4 | $995K | Buy |
+11,468
| New | +$995K | 0.06% | 222 |
|