HWAM
Hennion & Walsh Asset Management’s Southside Bancshares SBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
20,608
+1,325
| +7% | +$39K | 0.02% | 619 |
|
|
2025
Q1 | $558K | Buy |
19,283
+3,182
| +20% | +$92.2K | 0.02% | 605 |
|
|
2024
Q4 | $511K | Sell |
16,101
-2,187
| -12% | -$69.5K | 0.02% | 615 |
|
|
2024
Q3 | $611K | Sell |
18,288
-333
| -2% | -$11.1K | 0.03% | 567 |
|
|
2024
Q2 | $514K | Buy |
18,621
+4,631
| +33% | +$128K | 0.03% | 582 |
|
|
2024
Q1 | $409K | Buy |
13,990
+1,943
| +16% | +$56.8K | 0.02% | 618 |
|
|
2023
Q4 | $377K | Sell |
12,047
-4,037
| -25% | -$126K | 0.02% | 618 |
|
|
2023
Q3 | $462K | Buy |
16,084
+122
| +0.8% | +$3.5K | 0.03% | 541 |
|
|
2023
Q2 | $418K | Buy |
15,962
+5,943
| +59% | +$156K | 0.02% | 567 |
|
|
2023
Q1 | $333K | Buy |
10,019
+1,052
| +12% | +$35K | 0.02% | 611 |
|
|
2022
Q4 | $323K | Buy |
8,967
+339
| +4% | +$12.2K | 0.02% | 603 |
|
|
2022
Q3 | $305K | Sell |
8,628
-270
| -3% | -$9.55K | 0.02% | 611 |
|
|
2022
Q2 | $333K | Buy |
8,898
+781
| +10% | +$29.2K | 0.02% | 600 |
|
|
2022
Q1 | $331K | Buy |
+8,117
| New | +$331K | 0.02% | 622 |
|