Atwood & Palmer’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-100
| Closed | -$3K | – | 328 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 308 |
|
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 297 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 294 |
|
|
2018
Q2 | $3K | Sell |
100
-105
| -51% | -$3.15K | ﹤0.01% | 288 |
|
|
2018
Q1 | $7K | Hold |
205
| – | – | ﹤0.01% | 264 |
|
|
2017
Q4 | $7K | Hold |
205
| – | – | ﹤0.01% | 259 |
|
|
2017
Q3 | $7K | Hold |
205
| – | – | ﹤0.01% | 265 |
|
|
2017
Q2 | $7K | Sell |
205
-146
| -42% | -$4.99K | ﹤0.01% | 271 |
|
|
2017
Q1 | $11K | Hold |
351
| – | – | ﹤0.01% | 246 |
|
|
2016
Q4 | $13K | Hold |
351
| – | – | ﹤0.01% | 253 |
|
|
2016
Q3 | $11K | Hold |
351
| – | – | ﹤0.01% | 254 |
|
|
2016
Q2 | $11K | Buy |
351
+1
| +0.3% | +$31 | ﹤0.01% | 252 |
|
|
2016
Q1 | $8K | Hold |
350
| – | – | ﹤0.01% | 268 |
|
|
2015
Q4 | $8K | Hold |
350
| – | – | ﹤0.01% | 334 |
|
|
2015
Q3 | $9K | Hold |
350
| – | – | ﹤0.01% | 341 |
|
|
2015
Q2 | $9K | Sell |
350
-215
| -38% | -$5.53K | ﹤0.01% | 305 |
|
|
2015
Q1 | $14K | Hold |
565
| – | – | ﹤0.01% | 257 |
|
|
2014
Q4 | $15K | Sell |
565
-554
| -50% | -$14.7K | ﹤0.01% | 273 |
|
|
2014
Q3 | $33K | Hold |
1,119
| – | – | 0.01% | 223 |
|
|
2014
Q2 | $29K | Buy |
+1,119
| New | +$29K | 0.01% | 214 |
|