CAPTRUST Financial Advisors’s Southside Bancshares SBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
35,673
+203
| +0.6% | +$5.97K | ﹤0.01% | 1326 |
|
|
2025
Q1 | $1.03M | Buy |
35,470
+45
| +0.1% | +$1.3K | ﹤0.01% | 1255 |
|
|
2024
Q4 | $1.13M | Sell |
35,425
-3,018
| -8% | -$95.9K | ﹤0.01% | 1166 |
|
|
2024
Q3 | $1.29M | Buy |
38,443
+3,186
| +9% | +$107K | ﹤0.01% | 1042 |
|
|
2024
Q2 | $973K | Buy |
35,257
+407
| +1% | +$11.2K | ﹤0.01% | 1152 |
|
|
2024
Q1 | $1.02M | Sell |
34,850
-11,876
| -25% | -$347K | ﹤0.01% | 1116 |
|
|
2023
Q4 | $1.46M | Sell |
46,726
-37
| -0.1% | -$1.16K | 0.01% | 1061 |
|
|
2023
Q3 | $1.34M | Buy |
46,763
+10,550
| +29% | +$303K | 0.01% | 1036 |
|
|
2023
Q2 | $947K | Sell |
36,213
-19
| -0.1% | -$497 | ﹤0.01% | 1241 |
|
|
2023
Q1 | $1.2M | Buy |
36,232
+129
| +0.4% | +$4.28K | 0.01% | 941 |
|
|
2022
Q4 | $1.3M | Buy |
36,103
+205
| +0.6% | +$7.38K | 0.01% | 861 |
|
|
2022
Q3 | $1.27M | Buy |
35,898
+45
| +0.1% | +$1.59K | 0.01% | 830 |
|
|
2022
Q2 | $1.34M | Sell |
35,853
-51
| -0.1% | -$1.91K | 0.01% | 718 |
|
|
2022
Q1 | $1.47M | Buy |
35,904
+1,072
| +3% | +$43.8K | 0.01% | 693 |
|
|
2021
Q4 | $1.46M | Sell |
34,832
-33
| -0.1% | -$1.38K | 0.01% | 666 |
|
|
2021
Q3 | $1.34M | Buy |
34,865
+20
| +0.1% | +$766 | 0.01% | 636 |
|
|
2021
Q2 | $1.33M | Sell |
34,845
-55
| -0.2% | -$2.1K | 0.01% | 624 |
|
|
2021
Q1 | $1.34M | Buy |
34,900
+386
| +1% | +$14.9K | 0.01% | 576 |
|
|
2020
Q4 | $1.07M | Hold |
34,514
| – | – | 0.01% | 591 |
|
|
2020
Q3 | $845K | Hold |
34,514
| – | – | 0.01% | 559 |
|
|
2020
Q2 | $923K | Hold |
34,514
| – | – | 0.02% | 530 |
|
|
2020
Q1 | $949K | Sell |
34,514
-1,886
| -5% | -$51.9K | 0.02% | 425 |
|
|
2019
Q4 | $1.35M | Buy |
+36,400
| New | +$1.35M | 0.02% | 441 |
|
|
2018
Q3 | – | Sell |
-300
| Closed | -$10K | – | 1687 |
|
|
2018
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 1176 |
|
|
2018
Q1 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 1026 |
|