Vanguard Personalized Indexing Management’s SouthState Bank Corporation SSB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$913K Buy
9,921
+100
+1% +$9.2K 0.01% 910
2025
Q1
$912K Buy
9,821
+4,748
+94% +$441K 0.01% 838
2024
Q4
$505K Buy
5,073
+387
+8% +$38.5K 0.01% 1111
2024
Q3
$455K Buy
4,686
+376
+9% +$36.5K 0.01% 1135
2024
Q2
$329K Buy
4,310
+1,099
+34% +$84K 0.01% 1232
2024
Q1
$273K Sell
3,211
-2,021
-39% -$172K 0.01% 1310
2023
Q4
$442K Sell
5,232
-4,318
-45% -$365K 0.01% 1059
2023
Q3
$643K Sell
9,550
-674
-7% -$45.4K 0.02% 773
2023
Q2
$673K Buy
+10,224
New +$673K 0.02% 760