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 |
|