SAA
Southeast Asset Advisors’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,157
| Closed | -$200K | – | 198 |
|
|
2025
Q1 | $200K | Hold |
2,157
| – | – | 0.02% | 180 |
|
|
2024
Q4 | $215K | Hold |
2,157
| – | – | 0.03% | 158 |
|
|
2024
Q3 | $210K | Buy |
+2,157
| New | +$210K | 0.02% | 160 |
|
|
2023
Q3 | – | Sell |
-5,796
| Closed | -$381K | – | 156 |
|
|
2023
Q2 | $381K | Sell |
5,796
-14,457
| -71% | -$951K | 0.05% | 108 |
|
|
2023
Q1 | $1.44M | Buy |
+20,253
| New | +$1.44M | 0.22% | 63 |
|