TAX MANAGED SMALL CAP PORTFOLIO SSB Holdings History
TAX MANAGED SMALL CAP PORTFOLIO's SouthState Corp Holding Summary
As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 45,961.00 shares of SouthState Corp(SSB), totaling $3.99 Mil. This investment constitutes 2.13% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.05% of the outstanding SouthState Corp(SSB) stock.
The initial trade took place in 2021Q4. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 8 purchases of SSB, at an average price of $75.28, for a total of 65,484.00 shares. In addition, there have been 3 sales at an average price of $81.70 for 19,523.00 shares. Based on historical transaction data and SSB's current price of $97.40, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his SSB holdings is $1.14 Mil, reflecting a 23.17% gain to date.
TAX MANAGED SMALL CAP PORTFOLIO SSB ($97.40) Holding Chart
TAX MANAGED SMALL CAP PORTFOLIO SSB ($97.40) 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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