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Orion Portfolio Solutions’s SouthState Bank Corp SSB Stock Holding History

Orion Portfolio Solutions’s Portfolio SSB Stock Details SSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,085
Closed -$347K – 1795
2024
Q1 		$347K Buy
4,085
+162
+4% +$13.3K ﹤0.01% 1403
2023
Q4 		$328K Sell
3,923
-603
-13% -$44.5K ﹤0.01% 1376
2023
Q3 		$305K Sell
4,526
-58
-1% -$4.18K ﹤0.01% 1374
2023
Q2 		$302K Buy
4,584
+21
+0.5% +$1.4K ﹤0.01% 1396
2023
Q1 		$325K Buy
+4,563
New +$355K ﹤0.01% 1318
2020
Q1 		– Sell
-113
Closed -$10K – 2281
2019
Q4 		$10K Buy
+113
New +$9.17K ﹤0.01% 1014

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State Street
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T. Rowe Price Investment Management
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Dimensional Fund Advisors
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Victory Capital Management
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Franklin Resources
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Geode Capital Management
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American Century Companies
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return