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Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

SSB holding history

SouthState Bank Corp in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SSB overviewAll 13F holders of SSBFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2022
Holdings of SSB by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−2,968−100.0%Sold outHolders
Q1 20232,968$211.5K0.1%00.0%UnchangedHolders
Q4 20222,968$226.6K0.1%+2,968NewHolders