Spire Wealth Management’s SouthState Bank Corp SSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-469	Closed	-$43.2K	–	2478
2025 Q2	$43.2K	Sell	469 -35	-7%	-$3.07K	﹤0.01%	1259
2025 Q1	$46.8K	Buy	504 +3	+0.6%	+$295	﹤0.01%	1307
2024 Q4	$49.8K	Sell	501 -15	-3%	-$1.55K	﹤0.01%	1288
2024 Q3	$50.1K	Hold	516	–	–	﹤0.01%	1131
2024 Q2	$39.4K	Sell	516 -20	-4%	-$1.55K	﹤0.01%	1204
2024 Q1	$45.6K	Sell	536 -447	-45%	-$36.8K	﹤0.01%	1249
2023 Q4	$80.2K	Sell	983 -69	-7%	-$5.09K	﹤0.01%	1058
2023 Q3	$70.9K	Hold	1,052	–	–	﹤0.01%	1050
2023 Q2	$69.2K	Hold	1,052	–	–	﹤0.01%	1085
2023 Q1	$75K	Buy	1,052 +340	+48%	+$26.5K	﹤0.01%	1055
2022 Q4	$54K	Sell	712 -10	-1%	-$839	﹤0.01%	966
2022 Q3	$57K	Sell	722 -340	-32%	-$27.4K	﹤0.01%	905
2022 Q2	$82K	Sell	1,062 -1,062	-50%	-$82.8K	﹤0.01%	1108
2022 Q1	$173K	Sell	2,124 -9	-0.4%	-$776	﹤0.01%	952
2021 Q4	$171K	Buy	2,133 +9	+0.4%	+$715	﹤0.01%	1162
2021 Q3	$159K	Buy	2,124 +326	+18%	+$23.2K	﹤0.01%	1006
2021 Q2	$147K	Sell	1,798 -16	-0.9%	-$1.36K	﹤0.01%	1054
2021 Q1	$142K	Buy	+1,814	New	+$146K	﹤0.01%	1223