SageView Advisory Group’s SouthState Bank Corp SSB Stock Holding History

SageView Advisory Group’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
2025 Q2	$387K	Buy
2025 Q1	$364K	Buy
2024 Q4	$380K	Hold
2024 Q3	$372K	Buy
2024 Q2	–	Sell
2024 Q1	$598K	Buy
2023 Q4	–	Sell
2023 Q3	$253K	Buy
2023 Q2	$242K	Buy
2023 Q1	$255K	Buy
2022 Q4	$268K	Buy