SHEETS SMITH WEALTH MANAGEMENT – SouthState Corporation Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$375,000
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
+2.55%
quarter
SouthState Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.02% | 1 shares | 9K | $79.12 | 4.74K |
| Q2 2022 | share | Increase | +0.04% | 2 shares | -21K | $77.15 | 4.74K |
| Q1 2022 | share | Increase | +0.02% | 1 shares | 7K | $81.59 | 4.73K |
| Q4 2021 | share | Increase | +0.36% | 17 shares | 27K | $80.55 | 4.73K |
| Q3 2021 | share | 0.00% | 0 shares | -33K | $74.23 | 4.72K | |
| Q2 2021 | share | 0.00% | 0 shares | 15K | $80.73 | 4.72K | |
| Q1 2021 | share | 0.00% | 0 shares | 30K | $77.12 | 4.72K | |
| Q4 2020 | share | Increase | +2.39% | 110 shares | 119K | $70.59 | 4.72K |
| Q3 2020 | share | Increase | +0.22% | 10 shares | 3K | $46.69 | 4.61K |
| Q2 2020 | share | 0.00% | 0 shares | -51K | $45.85 | 4.60K | |
| Q1 2020 | share | Increase | +5.24% | 229 shares | -109K | $55.99 | 4.60K |
| Q4 2019 | share | Decrease | -4.04% | -184 shares | 36K | $82.22 | 4.37K |
| Q3 2019 | share | Increase | +0.40% | 18 shares | 9K | $70.97 | 4.55K |
| Q2 2019 | share | Decrease | -0.98% | -45 shares | 21K | $69.04 | 4.53K |
| Q1 2019 | share | Decrease | -0.59% | -27 shares | 37K | $63.7 | 4.58K |
| Q4 2018 | share | Decrease | -3.13% | -149 shares | -114K | $55.56 | 4.61K |
| Q3 2018 | share | Increase | +1.19% | 56 shares | -16K | $75.61 | 4.75K |
| Q2 2018 | share | Increase | +11.87% | 499 shares | 47K | $79.19 | 4.70K |
| Q1 2018 | share | Increase | +1.20% | 50 shares | -3K | $78.02 | 4.20K |
| Q4 2017 | share | 0.00% | 0 shares | -12K | $79.4 | 4.15K | |
| Q3 2017 | share | 0.00% | 0 shares | 18K | $81.73 | 4.15K | |
| Q2 2017 | share | 0.00% | 0 shares | -15K | $77.47 | 4.15K | |
| Q1 2017 | share | 0.00% | 0 shares | 8K | $80.47 | 4.15K | |
| Q4 2016 | share | Increase | +2.85% | 115 shares | 60K | $78.43 | 4.15K |
| Q3 2016 | share | 0.00% | 0 shares | 28K | $67.04 | 4.03K | |
| Q2 2016 | share | 0.00% | 0 shares | 16K | $60.53 | 4.03K | |
| Q1 2016 | share | 0.00% | 0 shares | -32K | $56.88 | 4.03K |