ALPS Advisors’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
12,410
+150
| +1% | +$4.41K | ﹤0.01% | 840 |
|
|
2025
Q1 | $355K | Buy |
+12,260
| New | +$355K | ﹤0.01% | 765 |
|
|
2024
Q1 | – | Sell |
-11,003
| Closed | -$345K | – | 1054 |
|
|
2023
Q4 | $345K | Sell |
11,003
-627
| -5% | -$19.6K | ﹤0.01% | 777 |
|
|
2023
Q3 | $334K | Buy |
+11,630
| New | +$334K | ﹤0.01% | 723 |
|
|
2023
Q1 | – | Sell |
-8,513
| Closed | -$306K | – | 1120 |
|
|
2022
Q4 | $306K | Sell |
8,513
-47
| -0.5% | -$1.69K | ﹤0.01% | 869 |
|
|
2022
Q3 | $303K | Buy |
+8,560
| New | +$303K | ﹤0.01% | 772 |
|
|
2021
Q3 | – | Sell |
-8,622
| Closed | -$330K | – | 1007 |
|
|
2021
Q2 | $330K | Hold |
8,622
| – | – | ﹤0.01% | 768 |
|
|
2021
Q1 | $332K | Buy |
+8,622
| New | +$332K | ﹤0.01% | 709 |
|
|
2015
Q1 | – | Sell |
-18,241
| Closed | -$467K | – | 751 |
|
|
2014
Q4 | $467K | Sell |
18,241
-2,439
| -12% | -$62.4K | ﹤0.01% | 501 |
|
|
2014
Q3 | $608K | Buy |
+20,680
| New | +$608K | ﹤0.01% | 250 |
|