HPIA
Hamilton Point Investment Advisors’s Southside Bancshares SBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-57,366
| Closed | -$1.68M | – | 148 |
|
|
2024
Q1 | $1.68M | Sell |
57,366
-966
| -2% | -$28.2K | 0.32% | 62 |
|
|
2023
Q4 | $1.83M | Sell |
58,332
-476
| -0.8% | -$14.9K | 0.37% | 61 |
|
|
2023
Q3 | $1.69M | Buy |
58,808
+143
| +0.2% | +$4.1K | 0.42% | 58 |
|
|
2023
Q2 | $1.53M | Sell |
58,665
-648
| -1% | -$17K | 0.37% | 60 |
|
|
2023
Q1 | $1.97M | Buy |
59,313
+583
| +1% | +$19.4K | 0.48% | 56 |
|
|
2022
Q4 | $2.11M | Buy |
58,730
+716
| +1% | +$25.8K | 0.58% | 56 |
|
|
2022
Q3 | $2.05M | Buy |
58,014
+137
| +0.2% | +$4.84K | 0.62% | 54 |
|
|
2022
Q2 | $2.17M | Buy |
57,877
+951
| +2% | +$35.6K | 0.63% | 56 |
|
|
2022
Q1 | $2.32M | Buy |
56,926
+2,088
| +4% | +$85.2K | 0.6% | 54 |
|
|
2021
Q4 | $2.29M | Buy |
54,838
+13,106
| +31% | +$548K | 0.55% | 56 |
|
|
2021
Q3 | $1.6M | Buy |
41,732
+770
| +2% | +$29.5K | 0.42% | 59 |
|
|
2021
Q2 | $1.57M | Buy |
+40,962
| New | +$1.57M | 0.42% | 58 |
|