Cerity Partners’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,615
| Closed | -$229K | – | 1235 |
|
|
2022
Q1 | $229K | Buy |
5,615
+25
| +0.4% | +$1.02K | ﹤0.01% | 823 |
|
|
2021
Q4 | $234K | Buy |
5,590
+18
| +0.3% | +$753 | ﹤0.01% | 875 |
|
|
2021
Q3 | $213K | Hold |
5,572
| – | – | ﹤0.01% | 638 |
|
|
2021
Q2 | $213K | Hold |
5,572
| – | – | ﹤0.01% | 667 |
|
|
2021
Q1 | $215K | Buy |
+5,572
| New | +$215K | 0.01% | 642 |
|