Carolinas Wealth Consulting LLC South State Corp Transaction History

Carolinas Wealth Consulting LLC

$535 Million
Q1 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in South State Corp stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 122 shares of SSB stock, worth $9,207. This represents 0.0% of its overall portfolio holdings.

Number of Shares

122

Previous 182 32.97%

Holding current value

$9,207

Previous $15,000 33.33%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$78.96 - $87.13 $4,737 - $5,227	-60 Reduced 32.97%	122 $10,000
Q4 2023 Feb 13, 2024	SELL	$64.49 - $86.96 $644 - $869	-10 Reduced 5.21%	182 $15,000
Q3 2023 Nov 14, 2023	BUY	$66.3 - $78.73 $464 - $551	7 Added 3.78%	192 $12,000
Q2 2023 Aug 14, 2023	SELL	$60.34 - $72.34 $181 - $217	-3 Reduced 1.6%	185 $12,000
Q1 2023 May 15, 2023	BUY	$69.18 - $82.63 $415 - $495	6 Added 3.3%	188 $13,000

Q4 2022 Feb 14, 2023	BUY	$74.49 - $90.65 $5,512 - $6,708	74 Added 68.52%	182 $13,000
Q1 2022 May 17, 2022	SELL	$81.51 - $93.14 $388,069 - $443,439	-4,761 Reduced 97.78%	108 $9,000
Q4 2021 Feb 14, 2022	BUY	$74.32 - $84.13 $2,155 - $2,439	29 Added 0.6%	4,869 $390,000
Q3 2021 Nov 15, 2021	BUY	$63.73 - $82.07 $2,676 - $3,446	42 Added 0.88%	4,840 $361,000
Q2 2021 Aug 17, 2021	SELL	$77.82 - $90.95 $3,112 - $3,638	-40 Reduced 0.83%	4,798 $392,000
Q1 2021 May 17, 2021	BUY	$69.74 - $91.7 $1,952 - $2,567	28 Added 0.58%	4,838 $380,000
Q4 2020 Feb 16, 2021	BUY	$48.15 - $75.63 $4,622 - $7,260	96 Added 2.04%	4,810 $348,000
Q3 2020 Nov 12, 2020	BUY	$43.76 - $60.81 $3,413 - $4,743	78 Added 1.68%	4,714 $227,000
Q2 2020 Aug 13, 2020	BUY	$42.9 - $63.93 $2,102 - $3,132	49 Added 1.07%	4,636 $221,000
Q1 2020 May 11, 2020	BUY	$53.68 - $87.09 $246,230 - $399,481	4,587 New	4,587 $269,000

Others Institutions Holding SSB

# of Institutions

386

Shares Held

66.8M

Call Options Held

39.3K

Put Options Held

47K

View Full List

About SouthState Corp

Ticker SSB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 75,676,400
Market Cap $5.71B
Description
SouthState Corporation operates as the bank holding company for SouthState Bank, National Association that provides a range of banking services and products to individuals and companies. It accepts checking accounts, savings deposits, interest-bearing transaction accounts, certificates of deposits, money market accounts, and other time deposits....

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Carolinas Wealth Consulting LLC South State Corp Transaction History