Waverly Advisors’s SouthState Bank Corporation SSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
18,668
+37
| +0.2% | +$3.41K | 0.02% | 519 |
|
|
2025
Q1 | $1.73M | Buy |
18,631
+175
| +0.9% | +$16.2K | 0.02% | 506 |
|
|
2024
Q4 | $1.84M | Sell |
18,456
-61
| -0.3% | -$6.07K | 0.03% | 402 |
|
|
2024
Q3 | $1.8M | Buy |
18,517
+1,504
| +9% | +$146K | 0.03% | 351 |
|
|
2024
Q2 | $1.3M | Buy |
17,013
+611
| +4% | +$46.7K | 0.03% | 389 |
|
|
2024
Q1 | $1.39M | Sell |
16,402
-42
| -0.3% | -$3.57K | 0.03% | 311 |
|
|
2023
Q4 | $1.39M | Buy |
16,444
+3
| +0% | +$253 | 0.05% | 187 |
|
|
2023
Q3 | $1.11M | Buy |
16,441
+5
| +0% | +$337 | 0.05% | 187 |
|
|
2023
Q2 | $1.08M | Buy |
16,436
+13
| +0.1% | +$855 | 0.05% | 176 |
|
|
2023
Q1 | $1.17M | Buy |
16,423
+3,445
| +27% | +$245K | 0.06% | 134 |
|
|
2022
Q4 | $991K | Buy |
12,978
+406
| +3% | +$31K | 0.06% | 135 |
|
|
2022
Q3 | $995K | Hold |
12,572
| – | – | 0.07% | 108 |
|
|
2022
Q2 | $970K | Sell |
12,572
-432
| -3% | -$33.3K | 0.09% | 87 |
|
|
2022
Q1 | $1.06M | Buy |
13,004
+283
| +2% | +$23.1K | 0.09% | 75 |
|
|
2021
Q4 | $1.11M | Buy |
12,721
+766
| +6% | +$67K | 0.1% | 74 |
|
|
2021
Q3 | $998K | Hold |
11,955
| – | – | 0.09% | 78 |
|
|
2021
Q2 | $857K | Sell |
11,955
-1,610
| -12% | -$115K | 0.08% | 75 |
|
|
2021
Q1 | $1.21M | Sell |
13,565
-369
| -3% | -$32.9K | 0.12% | 64 |
|
|
2020
Q4 | $1.1M | Sell |
13,934
-614
| -4% | -$48.3K | 0.12% | 63 |
|
|
2020
Q3 | $893K | Sell |
14,548
-1,398
| -9% | -$85.8K | 0.12% | 64 |
|
|
2020
Q2 | $957K | Buy |
+15,946
| New | +$957K | 0.12% | 62 |
|