Montag & Associates’s SouthState Bank Corp SSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.81M | Buy |
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|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.7M | Hold |
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|
2024
Q4 | $1.82M | Hold |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.4M | Hold |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $1.54M | Hold |
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|
2023
Q3 | $1.23M | Hold |
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|
2023
Q2 | $1.2M | Hold |
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|
2023
Q1 | $1.3M | Hold |
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|
2022
Q4 | $1.4M | Hold |
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|
2022
Q3 | $1.45M | Hold |
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|
2022
Q2 | $1.41M | Hold |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $24K | Hold |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $23K | Hold |
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|
2020
Q4 | $21K | Buy |
|