A detailed history of Heritage Wealth Management, LLC transactions in South State Corp stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 2,684 shares of SSB stock, worth $260,831. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,684
Previous 3,007 10.74%
Holding current value
$260,831
Previous $255,000 19.61%
% of portfolio
0.12%
Previous 0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$71.3 - $83.21 $23,029 - $26,876
-323 Reduced 10.74%
2,684 $205,000
Q1 2024

Apr 25, 2024

SELL
$78.96 - $87.13 $3,395 - $3,746
-43 Reduced 1.41%
3,007 $255,000
Q4 2023

Feb 06, 2024

SELL
$64.49 - $86.96 $338,894 - $456,974
-5,255 Reduced 63.28%
3,050 $257,000
Q4 2022

Feb 13, 2023

BUY
$74.49 - $90.65 $340,270 - $414,089
4,568 Added 122.24%
8,305 $634,000
Q3 2022

Nov 14, 2022

SELL
$73.3 - $86.17 $60,472 - $71,090
-825 Reduced 18.08%
3,737 $296,000
Q2 2022

Aug 15, 2022

BUY
$73.44 - $82.74 $28,861 - $32,516
393 Added 9.43%
4,562 $351,000
Q1 2022

Aug 15, 2022

BUY
$81.51 - $93.14 $161,715 - $184,789
1,984 Added 90.8%
4,169 $340,000
Q3 2021

Nov 10, 2021

BUY
$63.73 - $82.07 $35,752 - $46,041
561 Added 34.54%
2,185 $163,000
Q2 2021

Aug 11, 2021

BUY
$77.82 - $90.95 $126,379 - $147,702
1,624 New
1,624 $133,000

Others Institutions Holding SSB

About SouthState Corp


  • Ticker SSB
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 75,676,400
  • Market Cap $7.35B
  • 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....
More about SSB
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