Wealth Advisors of Tampa Bay’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 | – | Sell |
-435
| Closed | -$40.4K | – | 142 |
|
|
2025
Q1 | $40.4K | Buy |
+435
| New | +$40.4K | 0.02% | 131 |
|
|
2024
Q4 | – | Sell |
-2,435
| Closed | -$237K | – | 89 |
|
|
2024
Q3 | $237K | Buy |
+2,435
| New | +$237K | 0.1% | 80 |
|
|
2024
Q2 | – | Sell |
-2,435
| Closed | -$207K | – | 83 |
|
|
2024
Q1 | $207K | Sell |
2,435
-500
| -17% | -$42.5K | 0.1% | 76 |
|
|
2023
Q4 | $248K | Sell |
2,935
-2,935
| -50% | -$248K | 0.12% | 72 |
|
|
2023
Q3 | $395K | Buy |
+5,870
| New | +$395K | 0.11% | 73 |
|
|
2023
Q2 | – | Sell |
-2,935
| Closed | -$209K | – | 82 |
|
|
2023
Q1 | $209K | Hold |
2,935
| – | – | 0.12% | 73 |
|
|
2022
Q4 | $224K | Hold |
2,935
| – | – | 0.14% | 68 |
|
|
2022
Q3 | $232K | Sell |
2,935
-2,935
| -50% | -$232K | 0.16% | 69 |
|
|
2022
Q2 | $453K | Sell |
5,870
-1,000
| -15% | -$77.2K | 0.14% | 71 |
|
|
2022
Q1 | $560K | Hold |
6,870
| – | – | 0.15% | 70 |
|
|
2021
Q4 | $550K | Buy |
6,870
+3,435
| +100% | +$275K | 0.13% | 78 |
|
|
2021
Q3 | $256K | Hold |
3,435
| – | – | 0.14% | 76 |
|
|
2021
Q2 | $281K | Sell |
3,435
-2,520
| -42% | -$206K | 0.16% | 76 |
|
|
2021
Q1 | $468K | Buy |
+5,955
| New | +$468K | 0.28% | 69 |
|