Dimensional Fund Advisors’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
$40.5M Buy
1,377,286
+3,152
+0.2% +$92.8K 0.01% 1616
2025
Q1
$39.8M Buy
1,374,134
+54,218
+4% +$1.57M 0.01% 1589
2024
Q4
$41.9M Buy
1,319,916
+49,565
+4% +$1.57M 0.01% 1614
2024
Q3
$42.5M Buy
1,270,351
+103,415
+9% +$3.46M 0.01% 1602
2024
Q2
$32.2M Sell
1,166,936
-28,941
-2% -$799K 0.01% 1714
2024
Q1
$35M Sell
1,195,877
-37,657
-3% -$1.1M 0.01% 1691
2023
Q4
$38.6M Sell
1,233,534
-5,025
-0.4% -$157K 0.01% 1611
2023
Q3
$35.5M Sell
1,238,559
-75,018
-6% -$2.15M 0.01% 1570
2023
Q2
$34.4M Sell
1,313,577
-3,782
-0.3% -$98.9K 0.01% 1628
2023
Q1
$43.7M Buy
1,317,359
+36,889
+3% +$1.22M 0.01% 1432
2022
Q4
$46.1K Buy
1,280,470
+9,521
+0.7% +$343 0.01% 1368
2022
Q3
$44.9M Sell
1,270,949
-2,142
-0.2% -$75.7K 0.02% 1310
2022
Q2
$47.6M Buy
1,273,091
+10,320
+0.8% +$386K 0.02% 1322
2022
Q1
$51.6M Buy
1,262,771
+12,168
+1% +$497K 0.02% 1379
2021
Q4
$52.3M Buy
1,250,603
+17,665
+1% +$739K 0.02% 1377
2021
Q3
$47.2M Sell
1,232,938
-41,933
-3% -$1.61M 0.02% 1456
2021
Q2
$48.7M Sell
1,274,871
-35,204
-3% -$1.35M 0.02% 1476
2021
Q1
$50.5M Sell
1,310,075
-81,796
-6% -$3.15M 0.02% 1440
2020
Q4
$43.2M Sell
1,391,871
-54,631
-4% -$1.7M 0.02% 1486
2020
Q3
$35.3M Sell
1,446,502
-69,823
-5% -$1.71M 0.02% 1470
2020
Q2
$42M Sell
1,516,325
-55,982
-4% -$1.55M 0.02% 1355
2020
Q1
$47.8M Sell
1,572,307
-50,180
-3% -$1.52M 0.02% 1066
2019
Q4
$60.3M Sell
1,622,487
-14,736
-0.9% -$547K 0.02% 1244
2019
Q3
$55.8M Sell
1,637,223
-5,225
-0.3% -$178K 0.02% 1291
2019
Q2
$53.2M Buy
1,642,448
+12,514
+0.8% +$405K 0.02% 1365
2019
Q1
$54.2M Sell
1,629,934
-1,717
-0.1% -$57.1K 0.02% 1319
2018
Q4
$51.8M Buy
1,631,651
+67,337
+4% +$2.14M 0.02% 1195
2018
Q3
$54.4M Buy
1,564,314
+21,313
+1% +$742K 0.02% 1374
2018
Q2
$52M Buy
1,543,001
+161,364
+12% +$5.43M 0.02% 1379
2018
Q1
$48M Sell
1,381,637
-5,069
-0.4% -$176K 0.02% 1389
2017
Q4
$46.7M Buy
1,386,706
+12,699
+0.9% +$428K 0.02% 1426
2017
Q3
$50M Buy
1,374,007
+75,241
+6% +$2.74M 0.02% 1305
2017
Q2
$45.4M Buy
1,298,766
+52,014
+4% +$1.82M 0.02% 1358
2017
Q1
$40.8M Buy
1,246,752
+157,052
+14% +$5.14M 0.02% 1399
2016
Q4
$40M Buy
1,089,700
+61,797
+6% +$2.27M 0.02% 1376
2016
Q3
$32.3M Buy
1,027,903
+44,533
+5% +$1.4M 0.02% 1502
2016
Q2
$29.7M Buy
983,370
+64,243
+7% +$1.94M 0.02% 1519
2016
Q1
$22.3M Buy
919,127
+76,722
+9% +$1.86M 0.01% 1730
2015
Q4
$18.8M Buy
842,405
+1,021
+0.1% +$22.8K 0.01% 1832
2015
Q3
$21.5M Buy
841,384
+20,677
+3% +$529K 0.01% 1666
2015
Q2
$22.3M Buy
820,707
+5,674
+0.7% +$154K 0.01% 1745
2015
Q1
$20.7M Sell
815,033
-21,813
-3% -$554K 0.01% 1757
2014
Q4
$21.4M Buy
836,846
+201,677
+32% +$5.16M 0.01% 1678
2014
Q3
$18.7M Sell
635,169
-4,935
-0.8% -$145K 0.01% 1704
2014
Q2
$16.4M Buy
640,104
+14,588
+2% +$374K 0.01% 1842
2014
Q1
$16.5M Sell
625,516
-2,384
-0.4% -$63K 0.01% 1756
2013
Q4
$14.5M Buy
627,900
+13,763
+2% +$317K 0.01% 1858
2013
Q3
$13.9M Buy
614,137
+1,095
+0.2% +$24.8K 0.01% 1806
2013
Q2
$12.3M Buy
+613,042
New +$12.3M 0.01% 1820