OneAscent Wealth Management’s Southern States Bancshares SSBK Stock Holding History

OneAscent Wealth Management’s Portfolio SSBK Stock Details SSBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,740	Closed	-$354K	–	191
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%	+$69.1K	0.13%	99
2024 Q3	$236K	Buy	+7,690	New	+$231K	0.09%	160
2024 Q1	–	Sell	-7,690	Closed	-$225K	–	196
2023 Q4	$225K	Buy	+7,690	New	+$191K	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	+$185K	0.11%	141

OneAscent Wealth Management's SSBK Position: Q3 2025 in Review

OneAscent Wealth Management sold out of Southern States Bancshares (SSBK) in Q3 2025, closing a stake of 9,740 shares — an estimated $354K sold.

OneAscent Wealth Management first reported a position in SSBK in Q3 2022 and held it in 7 quarters. The position peaked at $354K in Q2 2025. 0 funds tracked by Wall St. Rank hold SSBK as of Q3 2025.

OneAscent Wealth Management reported no remaining Southern States Bancshares position as of Q3 2025 after selling out during the quarter.
OneAscent Wealth Management sold 9,740 Southern States Bancshares shares in Q3 2025, an estimated $354K.
OneAscent Wealth Management first reported a position in Southern States Bancshares in Q3 2022 and held it in 7 quarters.
OneAscent Wealth Management's Southern States Bancshares position peaked at $354K in Q2 2025.
0 funds tracked by Wall St. Rank held Southern States Bancshares as of Q3 2025.

Based on OneAscent Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.