GeoWealth Management’s Southside Bancshares SBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-36	Closed	-$1.14K	–	1681
2024 Q4	$1.14K	Sell	36 -10	-22%	-$318	﹤0.01%	1687
2024 Q3	$1.54K	Buy	+46	New	+$1.54K	﹤0.01%	1571