Pathstone Family Office’s SouthState Bank Corporation SSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $450K | Buy |
6,683
+2,651
| +66% | +$179K | ﹤0.01% | 1086 |
|
|
2023
Q2 | $265K | Sell |
4,032
-357
| -8% | -$23.5K | ﹤0.01% | 1011 |
|
|
2023
Q1 | $325K | Sell |
4,389
-8,765
| -67% | -$650K | 0.01% | 878 |
|
|
2022
Q4 | $836K | Buy |
13,154
+2,212
| +20% | +$141K | 0.01% | 873 |
|
|
2022
Q3 | $866K | Buy |
10,942
+6,584
| +151% | +$521K | 0.01% | 814 |
|
|
2022
Q2 | $336K | Buy |
+4,358
| New | +$336K | 0.01% | 738 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | – | – | 1247 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1309 |
|
|
2020
Q3 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 994 |
|
|
2020
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 950 |
|
|
2019
Q4 | – | Sell |
-278
| Closed | -$21K | – | 601 |
|
|
2019
Q3 | $21K | Buy |
278
+1
| +0.4% | +$76 | ﹤0.01% | 386 |
|
|
2019
Q2 | $20K | Sell |
277
-153
| -36% | -$11K | ﹤0.01% | 443 |
|
|
2019
Q1 | $30K | Buy |
+430
| New | +$30K | ﹤0.01% | 378 |
|