Back to SSB
Concurrent Investment Advisors, LLC → SSB
Concurrent Investment Advisors, LLC SSB Position History
SouthState Bank Corporation • Financial Services
Quarters held
9
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $978K |
| Q4 2025 | $1.1M |
| Q4 2025 | $12K |
| Q1 2026 | $53K |
| Q1 2026 | $1M |
| Q2 2026 | $1.4M |
| Q2 2026 | $24K |
| Q3 2026 | $40K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 14.1K | — | — |
| Q3 2026 | $40K | 399 | — | — |
| Q2 2026 | $24K | 238 | — | — |
| Q2 2026 | $1.4M | 14.4K | — | — |
| Q1 2026 | $1M | 11.2K | — | — |
| Q1 2026 | $53K | 576 | — | — |
| Q4 2025 | $12K | 132 | — | — |
| Q4 2025 | $1.1M | 11.2K | — | — |
| Q3 2025 | $978K | 9.9K | — | — |
Other funds holding SSB
$385.4M
$385.4M
$345.5M
$209.1M
$182.5M
$136.2M
$119.5M