Sequoia Financial Advisors’s SouthState Bank Corporation SSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Sell
7,034
-1,272
-15% -$117K ﹤0.01% 876
2025
Q1
$771K Buy
8,306
+5,088
+158% +$472K 0.01% 708
2024
Q4
$320K Buy
3,218
+3
+0.1% +$298 ﹤0.01% 991
2024
Q3
$312K Buy
3,215
+71
+2% +$6.9K ﹤0.01% 948
2024
Q2
$240K Buy
3,144
+16
+0.5% +$1.22K ﹤0.01% 993
2024
Q1
$266K Buy
+3,128
New +$266K ﹤0.01% 915