Wells Fargo’s Summit State Bank SSBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 6578 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$9 | – | 6538 |
|
|
2024
Q4 | $9 | Buy |
+1
| New | +$9 | ﹤0.01% | 6334 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6473 |
|
|
2024
Q2 | – | Sell |
-39
| Closed | -$419 | – | 6464 |
|
|
2024
Q1 | $419 | Buy |
39
+2
| +5% | +$21 | ﹤0.01% | 5922 |
|
|
2023
Q4 | $456 | Buy |
37
+2
| +6% | +$25 | ﹤0.01% | 5963 |
|
|
2023
Q3 | $565 | Hold |
35
| – | – | ﹤0.01% | 5962 |
|
|
2023
Q2 | $522 | Buy |
35
+3
| +9% | +$45 | ﹤0.01% | 6170 |
|
|
2023
Q1 | $457 | Hold |
32
| – | – | ﹤0.01% | 6252 |
|
|
2022
Q4 | $506 | Buy |
32
+1
| +3% | +$16 | ﹤0.01% | 6055 |
|
|
2022
Q3 | $0 | Sell |
31
-6
| -16% | – | ﹤0.01% | 6982 |
|
|
2022
Q2 | $1K | Buy |
37
+2
| +6% | +$54 | ﹤0.01% | 6299 |
|
|
2022
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 6505 |
|
|
2021
Q4 | $1K | Buy |
35
+5
| +17% | +$143 | ﹤0.01% | 6510 |
|
|
2021
Q3 | $1K | Sell |
30
-3
| -9% | -$100 | ﹤0.01% | 6456 |
|
|
2021
Q2 | $0 | Buy |
33
+1
| +3% | – | ﹤0.01% | 6992 |
|
|
2021
Q1 | $1K | Buy |
32
+1
| +3% | +$31 | ﹤0.01% | 6391 |
|
|
2020
Q4 | $0 | Buy |
31
+1
| +3% | – | ﹤0.01% | 6605 |
|
|
2020
Q3 | $0 | Buy |
30
+1
| +3% | – | ﹤0.01% | 6446 |
|
|
2020
Q2 | $0 | Buy |
29
+1
| +4% | – | ﹤0.01% | 6357 |
|
|
2020
Q1 | $0 | Buy |
+28
| New | – | ﹤0.01% | 6329 |
|
|
2019
Q4 | – | Sell |
-300
| Closed | -$4K | – | 6199 |
|
|
2019
Q3 | $4K | Sell |
300
-150
| -33% | -$2K | ﹤0.01% | 5683 |
|
|
2019
Q2 | $5K | Sell |
450
-50
| -10% | -$556 | ﹤0.01% | 5620 |
|
|
2019
Q1 | $6K | Buy |
500
+100
| +25% | +$1.2K | ﹤0.01% | 5592 |
|
|
2018
Q4 | $5K | Hold |
400
| – | – | ﹤0.01% | 5658 |
|
|
2018
Q3 | $6K | Sell |
400
-1
| -0.2% | -$15 | ﹤0.01% | 5676 |
|
|
2018
Q2 | $6K | Sell |
401
-18,364
| -98% | -$275K | ﹤0.01% | 5692 |
|
|
2018
Q1 | $253K | Buy |
18,765
+285
| +2% | +$3.84K | ﹤0.01% | 4685 |
|
|
2017
Q4 | $233K | Buy |
18,480
+295
| +2% | +$3.72K | ﹤0.01% | 4721 |
|
|
2017
Q3 | $226K | Buy |
18,185
+90
| +0.5% | +$1.12K | ﹤0.01% | 4696 |
|
|
2017
Q2 | $235K | Buy |
18,095
+89
| +0.5% | +$1.16K | ﹤0.01% | 4528 |
|
|
2017
Q1 | $235K | Buy |
18,006
+1,370
| +8% | +$17.9K | ﹤0.01% | 4552 |
|
|
2016
Q4 | $250K | Sell |
16,636
-9,247
| -36% | -$139K | ﹤0.01% | 4480 |
|
|
2016
Q3 | $351K | Buy |
25,883
+8,904
| +52% | +$121K | ﹤0.01% | 4017 |
|
|
2016
Q2 | $233K | Buy |
16,979
+14,978
| +749% | +$206K | ﹤0.01% | 4183 |
|
|
2016
Q1 | $27K | Buy |
2,001
+1
| +0.1% | +$13 | ﹤0.01% | 5215 |
|
|
2015
Q4 | $28K | Sell |
2,000
-1
| -0% | -$14 | ﹤0.01% | 5252 |
|
|
2015
Q3 | $26K | Sell |
2,001
-300
| -13% | -$3.9K | ﹤0.01% | 5224 |
|
|
2015
Q2 | $30K | Hold |
2,301
| – | – | ﹤0.01% | 5262 |
|
|
2015
Q1 | $30K | Buy |
2,301
+301
| +15% | +$3.92K | ﹤0.01% | 5031 |
|
|
2014
Q4 | $28K | Sell |
2,000
-1
| -0% | -$14 | ﹤0.01% | 5025 |
|
|
2014
Q3 | $26K | Buy |
2,001
+1
| +0.1% | +$13 | ﹤0.01% | 5038 |
|
|
2014
Q2 | $26K | Hold |
2,000
| – | – | ﹤0.01% | 5118 |
|
|
2014
Q1 | $22K | Hold |
2,000
| – | – | ﹤0.01% | 5059 |
|
|
2013
Q4 | $21K | Sell |
2,000
-1
| -0% | -$11 | ﹤0.01% | 4899 |
|
|
2013
Q3 | $19K | Hold |
2,001
| – | – | ﹤0.01% | 4881 |
|
|
2013
Q2 | $19K | Buy |
+2,001
| New | +$19K | ﹤0.01% | 4790 |
|