SouthState Corp’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.69K | Buy |
77
+6
| +8% | +$476 | ﹤0.01% | 743 |
|
|
2025
Q4 | $5.89K | Buy |
71
+56
| +373% | +$4.48K | ﹤0.01% | 770 |
|
|
2025
Q3 | $1.14K | Sell |
15
-8
| -35% | -$599 | ﹤0.01% | 1037 |
|
|
2025
Q2 | $1.56K | Sell |
23
-33
| -59% | -$2.03K | ﹤0.01% | 1161 |
|
|
2025
Q1 | $3.49K | Buy |
+56
| New | +$3.95K | ﹤0.01% | 1058 |
|
|
2024
Q3 | – | Sell |
-3,000
| Closed | -$168K | – | 640 |
|
|
2024
Q2 | $168K | Sell |
3,000
-2,250
| -43% | -$119K | 0.01% | 267 |
|
|
2024
Q1 | $274K | Hold |
5,250
| – | – | 0.02% | 232 |
|
|
2023
Q4 | $242K | Sell |
5,250
-1,500
| -22% | -$61.7K | 0.02% | 232 |
|
|
2023
Q3 | $276K | Hold |
6,750
| – | – | 0.03% | 219 |
|
|
2023
Q2 | $269K | Hold |
6,750
| – | – | 0.02% | 224 |
|
|
2023
Q1 | $266K | Sell |
6,750
-7,500
| -53% | -$315K | 0.02% | 231 |
|
|
2022
Q4 | $555K | Hold |
14,250
| – | – | 0.05% | 177 |
|
|
2022
Q3 | $493K | Sell |
14,250
-1,401
| -9% | -$55.1K | 0.05% | 181 |
|
|
2022
Q2 | $585K | Hold |
15,651
| – | – | 0.05% | 172 |
|
|
2022
Q1 | $708K | Hold |
15,651
| – | – | 0.06% | 173 |
|
|
2021
Q4 | $735K | Hold |
15,651
| – | – | 0.06% | 173 |
|
|
2021
Q3 | $709K | Hold |
15,651
| – | – | 0.06% | 169 |
|
|
2021
Q2 | $677K | Hold |
15,651
| – | – | 0.06% | 168 |
|
|
2021
Q1 | $668K | Hold |
15,651
| – | – | 0.06% | 172 |
|
|
2020
Q4 | $527K | Sell |
15,651
-6,458
| -29% | -$192K | 0.05% | 178 |
|
|
2020
Q3 | $497K | Hold |
22,109
| – | – | 0.05% | 175 |
|
|
2020
Q2 | $466K | Hold |
22,109
| – | – | 0.06% | 175 |
|
|
2020
Q1 | $406K | Buy |
22,109
+500
| +2% | +$12.5K | 0.06% | 170 |
|
|
2019
Q4 | $582K | Hold |
21,609
| – | – | 0.07% | 168 |
|
|
2019
Q3 | $551K | Sell |
21,609
-1,969
| -8% | -$49.5K | 0.07% | 163 |
|
|
2019
Q2 | $619K | Hold |
23,578
| – | – | 0.07% | 161 |
|
|
2019
Q1 | $553K | Buy |
23,578
+2,185
| +10% | +$49.5K | 0.06% | 185 |
|
|
2018
Q4 | $394K | Hold |
21,393
| – | – | 0.05% | 199 |
|
|
2018
Q3 | $487K | Hold |
21,393
| – | – | 0.05% | 191 |
|
|
2018
Q2 | $497K | Hold |
21,393
| – | – | 0.06% | 194 |
|
|
2018
Q1 | $563K | Buy |
21,393
+2,065
| +11% | +$58.5K | 0.06% | 180 |
|
|
2017
Q4 | $512K | Sell |
19,328
-15,183
| -44% | -$371K | 0.06% | 209 |
|
|
2017
Q3 | $820 | Hold |
34,511
| – | – | 0.09% | 144 |
|
|
2017
Q2 | $705K | Hold |
34,511
| – | – | 0.09% | 149 |
|
|
2017
Q1 | $770K | Buy |
34,511
+2,059
| +6% | +$47.4K | 0.1% | 147 |
|
|
2016
Q4 | $720K | Sell |
32,452
-13,884
| -30% | -$279K | 0.1% | 145 |
|
|
2016
Q3 | $792K | Sell |
46,336
-28,125
| -38% | -$452K | 0.12% | 139 |
|
|
2016
Q2 | $1.04M | Buy |
+74,461
| New | +$1.11M | 0.16% | 124 |
|
Other funds holding SF
VPM
VCM
