Ameritas Advisory Services’s Southside Bancshares SBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9,312	Closed	-$263K	–	1904
2025 Q3	$263K	Buy	9,312 +5,074	+120%	+$153K	0.02%	549
2025 Q2	$125K	Sell	4,238 -5,293	-56%	-$150K	0.01%	899
2025 Q1	$303K	Hold	9,531	–	–	0.01%	699
2024 Q4	$303K	Hold	9,531	–	–	0.01%	722
2024 Q3	$319K	Hold	9,531	–	–	0.01%	664
2024 Q2	$263K	Hold	9,531	–	–	0.01%	768
2024 Q1	$263K	Buy	+9,531	New	+$283K	0.01%	742
2023 Q4	–	Sell	-9,531	Closed	-$271K	–	829
2023 Q3	$271K	Hold	9,531	–	–	0.01%	657
2023 Q2	$244K	Hold	9,531	–	–	0.03%	468
2023 Q1	$316K	Hold	9,531	–	–	0.02%	630
2022 Q4	$343K	Hold	9,531	–	–	0.02%	671
2022 Q3	$337K	Hold	9,531	–	–	0.02%	547
2022 Q2	$357K	Hold	9,531	–	–	0.02%	557
2022 Q1	$389K	Hold	9,531	–	–	0.01%	574
2021 Q4	$399K	Buy	+9,531	New	+$394K	0.01%	561