LAM
Lummis Asset Management’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Sell |
9,394
-157
| -2% | -$14.5K | 0.57% | 40 |
|
|
2025
Q1 | $869K | Buy |
9,551
+2,943
| +45% | +$268K | 0.6% | 38 |
|
|
2024
Q4 | $657K | Sell |
6,608
-88
| -1% | -$8.75K | 0.83% | 32 |
|
|
2024
Q3 | $651K | Buy |
6,696
+38
| +0.6% | +$3.69K | 0.76% | 32 |
|
|
2024
Q2 | $509K | Buy |
6,658
+72
| +1% | +$5.5K | 0.67% | 34 |
|
|
2024
Q1 | $560K | Sell |
6,586
-2,943
| -31% | -$250K | 0.75% | 31 |
|
|
2023
Q4 | $805K | Buy |
+9,529
| New | +$805K | 0.62% | 37 |
|