Charles Schwab’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.66M | Buy |
328,101
+41,650
| +15% | +$1.23M | ﹤0.01% | 2036 |
|
|
2025
Q1 | $8.3M | Sell |
286,451
-6,277
| -2% | -$182K | ﹤0.01% | 2042 |
|
|
2024
Q4 | $9.3M | Sell |
292,728
-32,871
| -10% | -$1.04M | ﹤0.01% | 2047 |
|
|
2024
Q3 | $10.9M | Sell |
325,599
-31,919
| -9% | -$1.07M | ﹤0.01% | 1989 |
|
|
2024
Q2 | $9.87M | Sell |
357,518
-32,098
| -8% | -$886K | ﹤0.01% | 2051 |
|
|
2024
Q1 | $11.4M | Buy |
389,616
+25,791
| +7% | +$754K | ﹤0.01% | 1925 |
|
|
2023
Q4 | $11.4M | Buy |
363,825
+15,470
| +4% | +$485K | ﹤0.01% | 1915 |
|
|
2023
Q3 | $10M | Buy |
348,355
+23,219
| +7% | +$666K | ﹤0.01% | 1905 |
|
|
2023
Q2 | $8.51M | Buy |
325,136
+3,976
| +1% | +$104K | ﹤0.01% | 1981 |
|
|
2023
Q1 | $10.7M | Buy |
321,160
+9,981
| +3% | +$331K | ﹤0.01% | 1843 |
|
|
2022
Q4 | $11.2M | Buy |
311,179
+12,964
| +4% | +$467K | ﹤0.01% | 1800 |
|
|
2022
Q3 | $10.5M | Sell |
298,215
-1,011
| -0.3% | -$35.7K | ﹤0.01% | 1801 |
|
|
2022
Q2 | $11.2M | Buy |
299,226
+3,949
| +1% | +$148K | ﹤0.01% | 1783 |
|
|
2022
Q1 | $12.1M | Buy |
295,277
+7,734
| +3% | +$316K | ﹤0.01% | 1840 |
|
|
2021
Q4 | $12M | Buy |
287,543
+19,235
| +7% | +$804K | ﹤0.01% | 1906 |
|
|
2021
Q3 | $10.3M | Buy |
268,308
+28,037
| +12% | +$1.07M | ﹤0.01% | 1993 |
|
|
2021
Q2 | $9.19M | Buy |
240,271
+13,919
| +6% | +$532K | ﹤0.01% | 2046 |
|
|
2021
Q1 | $8.72M | Buy |
226,352
+18,403
| +9% | +$709K | ﹤0.01% | 2031 |
|
|
2020
Q4 | $6.45M | Buy |
207,949
+1,058
| +0.5% | +$32.8K | ﹤0.01% | 2089 |
|
|
2020
Q3 | $5.06M | Sell |
206,891
-1,391
| -0.7% | -$34K | ﹤0.01% | 2051 |
|
|
2020
Q2 | $5.77M | Buy |
208,282
+9,121
| +5% | +$253K | ﹤0.01% | 1957 |
|
|
2020
Q1 | $6.05M | Buy |
199,161
+2,886
| +1% | +$87.7K | ﹤0.01% | 1736 |
|
|
2019
Q4 | $7.29M | Buy |
196,275
+4,885
| +3% | +$181K | ﹤0.01% | 1827 |
|
|
2019
Q3 | $6.53M | Buy |
191,390
+5,511
| +3% | +$188K | ﹤0.01% | 1833 |
|
|
2019
Q2 | $6.02M | Buy |
185,879
+3,830
| +2% | +$124K | ﹤0.01% | 1882 |
|
|
2019
Q1 | $6.05M | Sell |
182,049
-1,986
| -1% | -$66K | ﹤0.01% | 1887 |
|
|
2018
Q4 | $5.84M | Buy |
184,035
+424
| +0.2% | +$13.5K | ﹤0.01% | 1820 |
|
|
2018
Q3 | $6.39M | Buy |
183,611
+22,711
| +14% | +$790K | ﹤0.01% | 1912 |
|
|
2018
Q2 | $5.42M | Buy |
160,900
+19,441
| +14% | +$655K | ﹤0.01% | 1951 |
|
|
2018
Q1 | $4.92M | Buy |
141,459
+4,425
| +3% | +$154K | ﹤0.01% | 1953 |
|
|
2017
Q4 | $4.62M | Buy |
137,034
+8,473
| +7% | +$285K | ﹤0.01% | 1959 |
|
|
2017
Q3 | $4.68M | Buy |
128,561
+6,911
| +6% | +$251K | ﹤0.01% | 1907 |
|
|
2017
Q2 | $4.25M | Buy |
121,650
+1,319
| +1% | +$46.1K | ﹤0.01% | 1902 |
|
|
2017
Q1 | $3.94M | Buy |
120,331
+12,049
| +11% | +$395K | ﹤0.01% | 1897 |
|
|
2016
Q4 | $3.98M | Buy |
108,282
+5,673
| +6% | +$209K | ﹤0.01% | 1863 |
|
|
2016
Q3 | $3.22M | Buy |
102,609
+4,780
| +5% | +$150K | ﹤0.01% | 1895 |
|
|
2016
Q2 | $2.95M | Buy |
97,829
+1,948
| +2% | +$58.8K | ﹤0.01% | 1879 |
|
|
2016
Q1 | $2.32M | Buy |
95,881
+2,925
| +3% | +$70.9K | ﹤0.01% | 1968 |
|
|
2015
Q4 | $2.08M | Buy |
92,956
+3,138
| +3% | +$70K | ﹤0.01% | 2059 |
|
|
2015
Q3 | $2.3M | Buy |
89,818
+16,551
| +23% | +$424K | ﹤0.01% | 1986 |
|
|
2015
Q2 | $1.99M | Buy |
73,267
+2,213
| +3% | +$60.1K | ﹤0.01% | 2104 |
|
|
2015
Q1 | $1.8M | Buy |
71,054
+3,146
| +5% | +$79.9K | ﹤0.01% | 2111 |
|
|
2014
Q4 | $1.74M | Buy |
67,908
+13,566
| +25% | +$347K | ﹤0.01% | 2093 |
|
|
2014
Q3 | $1.6M | Buy |
54,342
+1,095
| +2% | +$32.2K | ﹤0.01% | 2085 |
|
|
2014
Q2 | $1.37M | Sell |
53,247
-344
| -0.6% | -$8.82K | ﹤0.01% | 2184 |
|
|
2014
Q1 | $1.42M | Buy |
53,591
+1,281
| +2% | +$33.9K | ﹤0.01% | 2119 |
|
|
2013
Q4 | $1.21M | Buy |
52,310
+1,538
| +3% | +$35.5K | ﹤0.01% | 2182 |
|
|
2013
Q3 | $1.16M | Buy |
50,772
+522
| +1% | +$11.9K | ﹤0.01% | 2148 |
|
|
2013
Q2 | $1.04M | Buy |
+50,250
| New | +$1.04M | ﹤0.01% | 2146 |
|