SWP
Summit Wealth Partners’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Hold |
10,483
| – | – | 0.18% | 83 |
|
|
2025
Q1 | $973K | Buy |
10,483
+1,678
| +19% | +$156K | 0.2% | 81 |
|
|
2024
Q4 | $876K | Hold |
8,805
| – | – | 0.18% | 88 |
|
|
2024
Q3 | $856K | Hold |
8,805
| – | – | 0.16% | 96 |
|
|
2024
Q2 | $673K | Hold |
8,805
| – | – | 0.14% | 106 |
|
|
2024
Q1 | $749K | Hold |
8,805
| – | – | 0.16% | 99 |
|
|
2023
Q4 | $744K | Hold |
8,805
| – | – | 0.17% | 91 |
|
|
2023
Q3 | $593K | Hold |
8,805
| – | – | 0.15% | 93 |
|
|
2023
Q2 | $579K | Hold |
8,805
| – | – | 0.15% | 97 |
|
|
2023
Q1 | $627K | Hold |
8,805
| – | – | 0.16% | 90 |
|
|
2022
Q4 | $672K | Hold |
8,805
| – | – | 0.18% | 83 |
|
|
2022
Q3 | $697K | Hold |
8,805
| – | – | 0.2% | 68 |
|
|
2022
Q2 | $679K | Hold |
8,805
| – | – | 0.18% | 68 |
|
|
2022
Q1 | $718K | Hold |
8,805
| – | – | 0.16% | 73 |
|
|
2021
Q4 | $705K | Hold |
8,805
| – | – | 0.15% | 75 |
|
|
2021
Q3 | $657K | Hold |
8,805
| – | – | 0.16% | 76 |
|
|
2021
Q2 | $720K | Hold |
8,805
| – | – | 0.17% | 74 |
|
|
2021
Q1 | $691K | Hold |
8,805
| – | – | 0.18% | 73 |
|
|
2020
Q4 | $637K | Hold |
8,805
| – | – | 0.17% | 75 |
|
|
2020
Q3 | $424K | Buy |
8,805
+1,754
| +25% | +$84.5K | 0.13% | 98 |
|
|
2020
Q2 | $336K | Buy |
+7,051
| New | +$336K | 0.11% | 106 |
|