MFT
Moisand Fitzgerald Tamayo’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
2,318
| – | – | 0.03% | 110 |
|
|
2025
Q1 | $215K | Hold |
2,318
| – | – | 0.03% | 108 |
|
|
2024
Q4 | $231K | Hold |
2,318
| – | – | 0.03% | 104 |
|
|
2024
Q3 | $225K | Buy |
2,318
+2,154
| +1,313% | +$209K | 0.03% | 105 |
|
|
2024
Q2 | $12.5K | Hold |
164
| – | – | ﹤0.01% | 292 |
|
|
2024
Q1 | $13.9K | Hold |
164
| – | – | ﹤0.01% | 279 |
|
|
2023
Q4 | $13.9K | Sell |
164
-899
| -85% | -$75.9K | ﹤0.01% | 294 |
|
|
2023
Q3 | $71.6K | Hold |
1,063
| – | – | 0.02% | 151 |
|
|
2023
Q2 | $69.9K | Hold |
1,063
| – | – | 0.01% | 149 |
|
|
2023
Q1 | $75.8K | Hold |
1,063
| – | – | 0.02% | 147 |
|
|
2022
Q4 | $81.2K | Hold |
1,063
| – | – | 0.02% | 138 |
|
|
2022
Q3 | $84K | Hold |
1,063
| – | – | 0.02% | 124 |
|
|
2022
Q2 | $82K | Hold |
1,063
| – | – | 0.02% | 130 |
|
|
2022
Q1 | $87K | Hold |
1,063
| – | – | 0.04% | 88 |
|
|
2021
Q4 | $85K | Hold |
1,063
| – | – | 0.02% | 117 |
|
|
2021
Q3 | $79K | Hold |
1,063
| – | – | 0.03% | 120 |
|
|
2021
Q2 | $87K | Hold |
1,063
| – | – | 0.03% | 118 |
|
|
2021
Q1 | $83K | Hold |
1,063
| – | – | 0.04% | 107 |
|
|
2020
Q4 | $77K | Hold |
1,063
| – | – | 0.03% | 110 |
|
|
2020
Q3 | $51K | Buy |
1,063
+899
| +548% | +$43.1K | 0.03% | 118 |
|
|
2020
Q2 | $8K | Buy |
+164
| New | +$8K | ﹤0.01% | 201 |
|