Number of Shares
10,305.00
Current Holdings Value*
$956,510.00
% of Portfolio
1.09%
Total Estimate Gain
$-8,244.00
% of Total Estimate Gain
-0.81%

KDK Private Wealth Management, LLC's SouthState Corp Holding Summary

As of 2025-03-31, KDK Private Wealth Management, LLC held 10,305.00 shares of SouthState Corp(SSB), totaling $956,510.00. This investment constitutes 1.09% of their stock portfolio, and KDK Private Wealth Management, LLC now holds 0.01% of the outstanding SouthState Corp(SSB) stock.

The initial trade took place in 2025Q1. And since then KDK Private Wealth Management, LLC has made 1 purchases of SSB, at an average price of $98.45, for a total of 10,305.00 shares. Based on historical transaction data and SSB's current price of $97.65, KDK Private Wealth Management, LLC's estimated gain on his SSB holdings is $-8,244.00, reflecting a -0.81% gain to date.

KDK Private Wealth Management, LLC SSB ($97.65) Holding Chart

KDK Private Wealth Management, LLC SSB ($97.65) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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