EverSource Wealth Advisors’s Southside Bancshares SBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9K | Buy |
947
+867
| +1,084% | +$25.5K | ﹤0.01% | 2023 |
|
|
2025
Q1 | $2.32K | Buy |
80
+60
| +300% | +$1.74K | ﹤0.01% | 2854 |
|
|
2024
Q4 | $635 | Buy |
+20
| New | +$635 | ﹤0.01% | 3110 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$1.66K | – | 2600 |
|
|
2023
Q1 | $1.66K | Hold |
50
| – | – | ﹤0.01% | 1990 |
|
|
2022
Q4 | $1.8K | Sell |
50
-108
| -68% | -$3.89K | ﹤0.01% | 1946 |
|
|
2022
Q3 | $6K | Hold |
158
| – | – | ﹤0.01% | 1312 |
|
|
2022
Q2 | $6K | Hold |
158
| – | – | ﹤0.01% | 1219 |
|
|
2022
Q1 | $6K | Hold |
158
| – | – | ﹤0.01% | 1195 |
|
|
2021
Q4 | $7K | Buy |
+158
| New | +$7K | ﹤0.01% | 1137 |
|