Bank of Montreal’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,070
| Closed | -$381K | – | 4397 |
|
|
2022
Q1 | $381K | Sell |
9,070
-33,500
| -79% | -$1.41M | ﹤0.01% | 3039 |
|
|
2021
Q4 | $1.78M | Buy |
42,570
+32,258
| +313% | +$1.33M | ﹤0.01% | 1642 |
|
|
2021
Q3 | $397K | Sell |
10,312
-184
| -2% | -$6.77K | ﹤0.01% | 2994 |
|
|
2021
Q2 | $422K | Buy |
10,496
+1,792
| +21% | +$73.1K | ﹤0.01% | 2912 |
|
|
2021
Q1 | $334K | Sell |
8,704
-334
| -4% | -$11.8K | ﹤0.01% | 2879 |
|
|
2020
Q4 | $298K | Buy |
9,038
+5,712
| +172% | +$164K | ﹤0.01% | 3001 |
|
|
2020
Q3 | $87K | Sell |
3,326
-1,076
| -24% | -$29.1K | ﹤0.01% | 3158 |
|
|
2020
Q2 | $108K | Buy |
4,402
+2,768
| +169% | +$78.6K | ﹤0.01% | 3052 |
|
|
2020
Q1 | $47K | Sell |
1,634
-3,929
| -71% | -$133K | ﹤0.01% | 2913 |
|
|
2019
Q4 | $206K | Buy |
5,563
+1,160
| +26% | +$41K | ﹤0.01% | 3145 |
|
|
2019
Q3 | $151K | Buy |
4,403
+6
| +0.1% | +$199 | ﹤0.01% | 3077 |
|
|
2019
Q2 | $143K | Buy |
4,397
+2,746
| +166% | +$93K | ﹤0.01% | 3116 |
|
|
2019
Q1 | $54K | Sell |
1,651
-466
| -22% | -$15.8K | ﹤0.01% | 3317 |
|
|
2018
Q4 | $67K | Buy |
2,117
+242
| +13% | +$7.87K | ﹤0.01% | 3159 |
|
|
2018
Q3 | $66K | Sell |
1,875
-7
| -0.4% | -$248 | ﹤0.01% | 3273 |
|
|
2018
Q2 | $63K | Buy |
1,882
+236
| +14% | +$8.12K | ﹤0.01% | 3328 |
|
|
2018
Q1 | $58K | Sell |
1,646
-580
| -26% | -$20.2K | ﹤0.01% | 3178 |
|
|
2017
Q4 | $75K | Buy |
2,226
+383
| +21% | +$13.6K | ﹤0.01% | 3116 |
|
|
2017
Q3 | $67K | Buy |
1,843
+44
| +2% | +$1.49K | ﹤0.01% | 3123 |
|
|
2017
Q2 | $63K | Buy |
1,799
+682
| +61% | +$22.9K | ﹤0.01% | 3142 |
|
|
2017
Q1 | $36K | Buy |
1,117
+24
| +2% | +$821 | ﹤0.01% | 3191 |
|
|
2016
Q4 | $41K | Buy |
1,093
+37
| +4% | +$1.28K | ﹤0.01% | 3178 |
|
|
2016
Q3 | $33K | Buy |
1,056
+1
| +0.1% | +$31 | ﹤0.01% | 3178 |
|
|
2016
Q2 | $31K | Hold |
1,055
| – | – | ﹤0.01% | 3218 |
|
|
2016
Q1 | $25K | Sell |
1,055
-49
| -4% | -$1.07K | ﹤0.01% | 3321 |
|
|
2015
Q4 | $25K | Buy |
1,104
+2
| +0.2% | +$50 | ﹤0.01% | 3317 |
|
|
2015
Q3 | $28K | Sell |
1,102
-1,318
| -54% | -$33.2K | ﹤0.01% | 3120 |
|
|
2015
Q2 | $66K | Buy |
2,420
+2,246
| +1,291% | +$57.9K | ﹤0.01% | 2910 |
|
|
2015
Q1 | $4K | Hold |
174
| – | – | ﹤0.01% | 3675 |
|
|
2014
Q4 | $4K | Buy |
174
+173
| +17,300% | +$4.92K | ﹤0.01% | 3743 |
|
|
2014
Q3 | $0 | Sell |
1
-520
| -100% | -$14.2K | ﹤0.01% | 4357 |
|
|
2014
Q2 | $13K | Sell |
521
-6,680
| -93% | -$165K | ﹤0.01% | 3775 |
|
|
2014
Q1 | $190K | Sell |
7,201
-183
| -2% | -$4.4K | ﹤0.01% | 2524 |
|
|
2013
Q4 | $170K | Hold |
7,384
| – | – | ﹤0.01% | 2305 |
|
|
2013
Q3 | $167K | Buy |
+7,384
| New | +$158K | ﹤0.01% | 2318 |
|
Other funds holding SBSI
Bank of Montreal's SBSI Position: Q2 2022 in Review
Bank of Montreal sold out of Southside Bancshares (SBSI) in Q2 2022, closing a stake of 9,070 shares — an estimated $381K sold.
Bank of Montreal first reported a position in SBSI in Q3 2013 and held it in 35 quarters. The position peaked at $1.78M in Q4 2021. 141 funds tracked by Wall St. Rank hold SBSI as of Q2 2022.
- Bank of Montreal reported no remaining Southside Bancshares position as of Q2 2022 after selling out during the quarter.
- Bank of Montreal sold 9,070 Southside Bancshares shares in Q2 2022, an estimated $381K.
- Bank of Montreal first reported a position in Southside Bancshares in Q3 2013 and held it in 35 quarters.
- Bank of Montreal's Southside Bancshares position peaked at $1.78M in Q4 2021.
- 141 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2022.
Based on Bank of Montreal's 13F filing for Q2 2022, filed 11 Aug 2022.