Carson Wealth (CWM LLC)’s Southside Bancshares SBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Sell |
4,472
-31
| -0.7% | -$915 | ﹤0.01% | 2484 |
|
|
2025
Q1 | $130K | Sell |
4,503
-281
| -6% | -$8.11K | ﹤0.01% | 2212 |
|
|
2024
Q4 | $152K | Buy |
4,784
+111
| +2% | +$3.53K | ﹤0.01% | 2008 |
|
|
2024
Q3 | $156K | Buy |
4,673
+1,574
| +51% | +$52.5K | ﹤0.01% | 1893 |
|
|
2024
Q2 | $86K | Buy |
3,099
+2,533
| +448% | +$70.3K | ﹤0.01% | 2073 |
|
|
2024
Q1 | $17K | Buy |
566
+507
| +859% | +$15.2K | ﹤0.01% | 3018 |
|
|
2023
Q4 | $2K | Sell |
59
-25
| -30% | -$847 | ﹤0.01% | 3839 |
|
|
2023
Q3 | $2K | Buy |
84
+28
| +50% | +$667 | ﹤0.01% | 3856 |
|
|
2023
Q2 | $1K | Sell |
56
-124
| -69% | -$2.21K | ﹤0.01% | 4047 |
|
|
2023
Q1 | $6K | Buy |
180
+161
| +847% | +$5.37K | ﹤0.01% | 3233 |
|
|
2022
Q4 | $1K | Sell |
19
-32
| -63% | -$1.68K | ﹤0.01% | 3824 |
|
|
2022
Q3 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 3523 |
|
|
2022
Q2 | – | Sell |
-12
| Closed | – | – | 4040 |
|
|
2022
Q1 | $0 | Buy |
+12
| New | – | ﹤0.01% | 3809 |
|
|
2018
Q4 | – | Sell |
-222
| Closed | -$8K | – | 2216 |
|
|
2018
Q3 | $8K | Buy |
+222
| New | +$8K | ﹤0.01% | 1230 |
|