Montag & Associates’s SouthState Bank Corporation SSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
18,318
+3
| +0% | +$276 | 0.08% | 182 |
|
|
2025
Q1 | $1.7M | Hold |
18,315
| – | – | 0.09% | 183 |
|
|
2024
Q4 | $1.82M | Hold |
18,315
| – | – | 0.09% | 186 |
|
|
2024
Q3 | $1.78M | Buy |
18,315
+2
| +0% | +$194 | 0.08% | 189 |
|
|
2024
Q2 | $1.4M | Hold |
18,313
| – | – | 0.07% | 201 |
|
|
2024
Q1 | $1.56M | Buy |
18,313
+19
| +0.1% | +$1.62K | 0.08% | 204 |
|
|
2023
Q4 | $1.54M | Hold |
18,294
| – | – | 0.09% | 181 |
|
|
2023
Q3 | $1.23M | Hold |
18,294
| – | – | 0.08% | 194 |
|
|
2023
Q2 | $1.2M | Hold |
18,294
| – | – | 0.07% | 187 |
|
|
2023
Q1 | $1.3M | Hold |
18,294
| – | – | 0.09% | 177 |
|
|
2022
Q4 | $1.4M | Hold |
18,294
| – | – | 0.09% | 172 |
|
|
2022
Q3 | $1.45M | Hold |
18,294
| – | – | 0.1% | 169 |
|
|
2022
Q2 | $1.41M | Hold |
18,294
| – | – | 0.09% | 179 |
|
|
2022
Q1 | $1.49M | Buy |
18,294
+18,000
| +6,122% | +$1.47M | 0.08% | 191 |
|
|
2021
Q4 | $24K | Hold |
294
| – | – | ﹤0.01% | 658 |
|
|
2021
Q3 | $22K | Hold |
294
| – | – | ﹤0.01% | 663 |
|
|
2021
Q2 | $24K | Hold |
294
| – | – | ﹤0.01% | 647 |
|
|
2021
Q1 | $23K | Hold |
294
| – | – | ﹤0.01% | 654 |
|
|
2020
Q4 | $21K | Buy |
+294
| New | +$21K | ﹤0.01% | 636 |
|