Mount Yale Investment Advisors’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 | $27.1K | Sell |
294
-3,220
| -92% | -$296K | ﹤0.01% | 977 |
|
|
2025
Q1 | $326K | Sell |
3,514
-486
| -12% | -$45.1K | 0.03% | 411 |
|
|
2024
Q4 | $398K | Sell |
4,000
-2
| -0% | -$199 | 0.03% | 379 |
|
|
2024
Q3 | $389K | Sell |
4,002
-20
| -0.5% | -$1.94K | 0.04% | 377 |
|
|
2024
Q2 | $307K | Sell |
4,022
-42
| -1% | -$3.21K | 0.02% | 428 |
|
|
2024
Q1 | $346K | Sell |
4,064
-22
| -0.5% | -$1.87K | 0.03% | 417 |
|
|
2023
Q4 | $345K | Buy |
4,086
+528
| +15% | +$44.6K | 0.03% | 387 |
|
|
2023
Q3 | $240K | Buy |
3,558
+492
| +16% | +$33.1K | 0.03% | 439 |
|
|
2023
Q2 | $202K | Sell |
3,066
-236
| -7% | -$15.5K | 0.02% | 462 |
|
|
2023
Q1 | $235K | Buy |
+3,302
| New | +$235K | 0.03% | 432 |
|