CAPTRUST Financial Advisors’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
Q2 | $1.05M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $973K | Buy |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $947K | Sell |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.33M | Sell |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $1.07M | Hold |
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|
2020
Q3 | $845K | Hold |
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|
2020
Q2 | $923K | Hold |
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|
2020
Q1 | $949K | Sell |
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|
2019
Q4 | $1.35M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $10K | Hold |
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|
2018
Q1 | $10K | Buy |
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