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Stonegate Investment Group’s SouthState Bank Corp SSB Stock Holding History

Stonegate Investment Group’s Portfolio SSB Stock Details SSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,913
Closed -$380K – 431
2024
Q3 		$380K Hold
3,913
– – 0.01% 263
2024
Q2 		$299K Hold
3,913
– – 0.01% 271
2024
Q1 		$333K Sell
3,913
-47
-1% -$3.87K 0.01% 254
2023
Q4 		$334K Hold
3,960
– – 0.01% 239
2023
Q3 		$267K Sell
3,960
-213
-5% -$15.4K 0.01% 258
2023
Q2 		$275K Hold
4,173
– – 0.01% 264
2023
Q1 		$297K Sell
4,173
-14
-0.3% -$1.09K 0.01% 250
2022
Q4 		$320K Buy
4,187
+227
+6% +$19.1K 0.01% 239
2022
Q3 		$313K Hold
3,960
– – 0.01% 221
2022
Q2 		$306K Hold
3,960
– – 0.01% 230
2022
Q1 		$323K Hold
3,960
– – 0.01% 201
2021
Q4 		$317K Buy
+3,960
New +$315K 0.01% 209

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State Street
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T. Rowe Price Investment Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return