SWA
SFMG Wealth Advisors’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Buy |
9,855
+13
| +0.1% | +$1.2K | 0.07% | 112 |
|
|
2025
Q1 | $914K | Buy |
9,842
+2,142
| +28% | +$199K | 0.07% | 106 |
|
|
2024
Q4 | $766K | Hold |
7,700
| – | – | 0.06% | 115 |
|
|
2024
Q3 | $748K | Hold |
7,700
| – | – | 0.06% | 110 |
|
|
2024
Q2 | $588K | Hold |
7,700
| – | – | 0.05% | 121 |
|
|
2024
Q1 | $655K | Hold |
7,700
| – | – | 0.06% | 115 |
|
|
2023
Q4 | $650K | Hold |
7,700
| – | – | 0.06% | 111 |
|
|
2023
Q3 | $519K | Hold |
7,700
| – | – | 0.05% | 123 |
|
|
2023
Q2 | $507K | Hold |
7,700
| – | – | 0.05% | 125 |
|
|
2023
Q1 | $549K | Hold |
7,700
| – | – | 0.06% | 125 |
|
|
2022
Q4 | $588K | Hold |
7,700
| – | – | 0.07% | 120 |
|
|
2022
Q3 | $635K | Hold |
7,700
| – | – | 0.07% | 108 |
|
|
2022
Q2 | $594K | Hold |
7,700
| – | – | 0.07% | 113 |
|
|
2022
Q1 | $628K | Hold |
7,700
| – | – | 0.06% | 124 |
|
|
2021
Q4 | $617K | Hold |
7,700
| – | – | 0.06% | 133 |
|
|
2021
Q3 | $575K | Buy |
7,700
+200
| +3% | +$14.9K | 0.06% | 131 |
|
|
2021
Q2 | $613K | Hold |
7,500
| – | – | 0.07% | 125 |
|
|
2021
Q1 | $589K | Hold |
7,500
| – | – | 0.07% | 122 |
|
|
2020
Q4 | $542K | Hold |
7,500
| – | – | 0.07% | 120 |
|
|
2020
Q3 | $361K | Buy |
7,500
+73
| +1% | +$3.51K | 0.05% | 126 |
|
|
2020
Q2 | $354K | Buy |
+7,427
| New | +$354K | 0.05% | 111 |
|