Hancock Whitney’s Southside Bancshares SBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-6,847	Closed	-$202K	–	802
2025 Q2	$202K	Buy	+6,847	New	+$194K	﹤0.01%	732
2017 Q4	–	Sell	-248,974	Closed	-$9.05M	–	614
2017 Q3	$9.05M	Hold	248,974	–	–	0.38%	124
2017 Q2	$8.7M	Buy	248,974 +1	+0%	+$34	0.37%	127
2017 Q1	$8.15M	Sell	248,973 -164	-0.1%	-$5.61K	0.34%	137
2016 Q4	$9.16M	Hold	249,137	–	–	0.34%	131
2016 Q3	$7.82M	Sell	249,137 -1,650	-0.7%	-$51.3K	0.31%	140
2016 Q2	$7.57M	Buy	+250,787	New	+$6.84M	0.32%	142
2015 Q4	–	Sell	-364,653	Closed	-$9.33M	–	583
2015 Q3	$9.33M	Buy	364,653 +21,652	+6%	+$546K	0.39%	98
2015 Q2	$9.14M	Sell	343,001 -17,150	-5%	-$442K	0.35%	124
2015 Q1	$9.14M	Buy	360,151 +1,831	+0.5%	+$46.3K	0.35%	124
2014 Q4	$9.17M	Buy	358,320 +4,916	+1%	+$140K	0.35%	112
2014 Q3	$10.4M	Hold	353,404	–	–	0.4%	77
2014 Q2	$9.06M	Buy	353,404 +29,946	+9%	+$739K	0.33%	105
2014 Q1	$8.55M	Buy	323,458 +47,463	+17%	+$1.14M	0.33%	91
2013 Q4	$6.36M	Buy	275,995 +20,883	+8%	+$479K	0.26%	176
2013 Q3	$5.77M	Buy	255,112 +41,530	+19%	+$888K	0.27%	136
2013 Q2	$4.3M	Buy	+213,582	New	+$3.95M	0.21%	169