IFP Advisors’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03K | Buy |
+137
| New | +$4.03K | ﹤0.01% | 3528 |
|
|
2025
Q1 | – | Sell |
-4
| Closed | -$127 | – | 4642 |
|
|
2024
Q4 | $127 | Buy |
+4
| New | +$127 | ﹤0.01% | 3941 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | -$13K | – | 4815 |
|
|
2022
Q3 | $13K | Hold |
6
| – | – | ﹤0.01% | 3470 |
|
|
2022
Q2 | $13K | Hold |
6
| – | – | ﹤0.01% | 3214 |
|
|
2022
Q1 | $13K | Buy |
+6
| New | +$13K | ﹤0.01% | 3214 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4369 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4147 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4043 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3865 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3728 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3556 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3493 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3484 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3540 |
|
|
2018
Q4 | – | Sell |
-376
| Closed | -$13K | – | 3772 |
|
|
2018
Q3 | $13K | Buy |
376
+1
| +0.3% | +$35 | ﹤0.01% | 2676 |
|
|
2018
Q2 | $13K | Buy |
375
+175
| +88% | +$6.07K | ﹤0.01% | 2707 |
|
|
2018
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 3015 |
|
|
2017
Q4 | $7K | Buy |
200
+88
| +79% | +$3.08K | ﹤0.01% | 3012 |
|
|
2017
Q3 | $4K | Buy |
112
+104
| +1,300% | +$3.71K | ﹤0.01% | 3494 |
|
|
2017
Q2 | $0 | Sell |
8
-310
| -97% | – | ﹤0.01% | 4150 |
|
|
2017
Q1 | $10K | Hold |
318
| – | – | ﹤0.01% | 2894 |
|
|
2016
Q4 | $12K | Hold |
318
| – | – | ﹤0.01% | 2780 |
|
|
2016
Q3 | $10K | Buy |
318
+103
| +48% | +$3.24K | ﹤0.01% | 2833 |
|
|
2016
Q2 | $6K | Buy |
+215
| New | +$6K | ﹤0.01% | 3037 |
|
|
2016
Q1 | – | Sell |
-215
| Closed | -$5K | – | 3251 |
|
|
2015
Q4 | $5K | Buy |
+215
| New | +$5K | ﹤0.01% | 2969 |
|