Creative Planning’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 | $315K | Buy |
10,689
+82
| +0.8% | +$2.41K | ﹤0.01% | 2849 |
|
|
2025
Q1 | $307K | Buy |
10,607
+77
| +0.7% | +$2.23K | ﹤0.01% | 2730 |
|
|
2024
Q4 | $334K | Sell |
10,530
-179
| -2% | -$5.69K | ﹤0.01% | 2561 |
|
|
2024
Q3 | $358K | Hold |
10,709
| – | – | ﹤0.01% | 2381 |
|
|
2024
Q2 | $296K | Buy |
10,709
+222
| +2% | +$6.13K | ﹤0.01% | 2352 |
|
|
2024
Q1 | $307K | Buy |
10,487
+48
| +0.5% | +$1.4K | ﹤0.01% | 2225 |
|
|
2023
Q4 | $327K | Hold |
10,439
| – | – | ﹤0.01% | 2023 |
|
|
2023
Q3 | $300K | Hold |
10,439
| – | – | ﹤0.01% | 1942 |
|
|
2023
Q2 | $273K | Buy |
+10,439
| New | +$273K | ﹤0.01% | 1972 |
|
|
2021
Q1 | – | Sell |
-92,900
| Closed | -$2.88M | – | 2392 |
|
|
2020
Q4 | $2.88M | Sell |
92,900
-10,000
| -10% | -$310K | 0.01% | 523 |
|
|
2020
Q3 | $2.51M | Buy |
102,900
+20,000
| +24% | +$489K | 0.01% | 477 |
|
|
2020
Q2 | $2.3M | Buy |
82,900
+2,395
| +3% | +$66.4K | 0.01% | 448 |
|
|
2020
Q1 | $2.45M | Buy |
+80,505
| New | +$2.45M | 0.01% | 372 |
|
|
2019
Q3 | – | Sell |
-80,505
| Closed | -$2.61M | – | 1933 |
|
|
2019
Q2 | $2.61M | Buy |
80,505
+17,200
| +27% | +$557K | 0.01% | 423 |
|
|
2019
Q1 | $2.1M | Sell |
63,305
-32,996
| -34% | -$1.1M | 0.01% | 445 |
|
|
2018
Q4 | $3.06M | Buy |
96,301
+75,796
| +370% | +$2.41M | 0.01% | 338 |
|
|
2018
Q3 | $714K | Sell |
20,505
-70,000
| -77% | -$2.44M | ﹤0.01% | 899 |
|
|
2018
Q2 | $3.05M | Buy |
90,505
+20,000
| +28% | +$674K | 0.01% | 373 |
|
|
2018
Q1 | $2.45M | Sell |
70,505
-9,495
| -12% | -$330K | 0.01% | 411 |
|
|
2017
Q4 | $2.69M | Buy |
+80,000
| New | +$2.69M | 0.01% | 385 |
|
|
2017
Q3 | – | Sell |
-57,353
| Closed | -$2M | – | 3281 |
|
|
2017
Q2 | $2M | Sell |
57,353
-24,750
| -30% | -$865K | 0.01% | 435 |
|
|
2017
Q1 | $2.69M | Buy |
82,103
+30,750
| +60% | +$1.01M | 0.01% | 342 |
|
|
2016
Q4 | $1.89M | Buy |
51,353
+23,858
| +87% | +$877K | 0.01% | 417 |
|
|
2016
Q3 | $863K | Sell |
27,495
-8,983
| -25% | -$282K | 0.01% | 653 |
|
|
2016
Q2 | $1.1M | Sell |
36,478
-9,582
| -21% | -$289K | 0.01% | 494 |
|
|
2016
Q1 | $1.12M | Buy |
46,060
+16,858
| +58% | +$408K | 0.01% | 465 |
|
|
2015
Q4 | $652K | Buy |
29,202
+7,677
| +36% | +$171K | 0.01% | 645 |
|
|
2015
Q3 | $551K | Buy |
21,525
+7,265
| +51% | +$186K | ﹤0.01% | 697 |
|
|
2015
Q2 | $387K | Buy |
14,260
+8,610
| +152% | +$234K | ﹤0.01% | 733 |
|
|
2015
Q1 | $143K | Buy |
+5,650
| New | +$143K | ﹤0.01% | 1362 |
|
|
2013
Q3 | – | Sell |
-19,682
| Closed | -$396K | – | 3336 |
|
|
2013
Q2 | $396K | Buy |
+19,682
| New | +$396K | 0.01% | 465 |
|