Ameritas Advisory Services’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 | $125K | Sell |
4,238
-5,293
| -56% | -$156K | 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 | +$263K | 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 | +$399K | 0.01% | 561 |
|