Summit Wealth Partners’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
Q2 | $965K | Hold |
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|
2025
Q1 | $973K | Buy |
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|
2024
Q4 | $876K | Hold |
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|
2024
Q3 | $856K | Hold |
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|
2024
Q2 | $673K | Hold |
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|
2024
Q1 | $749K | Hold |
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|
2023
Q4 | $744K | Hold |
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|
2023
Q3 | $593K | Hold |
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|
2023
Q2 | $579K | Hold |
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|
2023
Q1 | $627K | Hold |
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|
2022
Q4 | $672K | Hold |
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|
2022
Q3 | $697K | Hold |
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|
2022
Q2 | $679K | Hold |
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|
2022
Q1 | $718K | Hold |
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|
2021
Q4 | $705K | Hold |
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|
2021
Q3 | $657K | Hold |
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|
2021
Q2 | $720K | Hold |
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|
2021
Q1 | $691K | Hold |
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|
2020
Q4 | $637K | Hold |
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|
2020
Q3 | $424K | Buy |
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|
2020
Q2 | $336K | Buy |
|