OWM
SSBK
OneAscent Wealth Management’s Southern States Bancshares SSBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
9,740
| – | – | 0.13% | 93 |
|
|
2025
Q1 | $348K | Hold |
9,740
| – | – | 0.15% | 83 |
|
|
2024
Q4 | $324K | Buy |
9,740
+2,050
| +27% | +$68.2K | 0.13% | 99 |
|
|
2024
Q3 | $236K | Buy |
+7,690
| New | +$236K | 0.09% | 160 |
|
|
2024
Q1 | – | Sell |
-7,690
| Closed | -$225K | – | 196 |
|
|
2023
Q4 | $225K | Buy |
+7,690
| New | +$225K | 0.09% | 156 |
|
|
2023
Q1 | – | Sell |
-7,500
| Closed | -$217K | – | 189 |
|
|
2022
Q4 | $217K | Hold |
7,500
| – | – | 0.1% | 148 |
|
|
2022
Q3 | $204K | Buy |
+7,500
| New | +$204K | 0.11% | 141 |
|