Waverly Advisors’s Southern States Bancshares SSBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Sell |
102,686
-19,995
| -16% | -$727K | 0.04% | 359 |
|
|
2025
Q1 | $4.39M | Buy |
122,681
+1,662
| +1% | +$59.4K | 0.05% | 321 |
|
|
2024
Q4 | $4.03M | Hold |
121,019
| – | – | 0.06% | 251 |
|
|
2024
Q3 | $3.72M | Sell |
121,019
-2,995
| -2% | -$92K | 0.07% | 230 |
|
|
2024
Q2 | $3.37M | Buy |
124,014
+2
| +0% | +$54 | 0.07% | 240 |
|
|
2024
Q1 | $3.21M | Hold |
124,012
| – | – | 0.08% | 198 |
|
|
2023
Q4 | $3.63M | Hold |
124,012
| – | – | 0.14% | 98 |
|
|
2023
Q3 | $2.8M | Hold |
124,012
| – | – | 0.12% | 111 |
|
|
2023
Q2 | $2.62M | Buy |
124,012
+20,000
| +19% | +$422K | 0.11% | 114 |
|
|
2023
Q1 | $2.35M | Buy |
104,012
+884
| +0.9% | +$19.9K | 0.12% | 94 |
|
|
2022
Q4 | $2.99M | Buy |
103,128
+86,128
| +507% | +$2.49M | 0.17% | 76 |
|
|
2022
Q3 | $463K | Buy |
+17,000
| New | +$463K | 0.03% | 158 |
|