Independent Portfolio Consultants’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $923K | Sell |
26,417
-2,332
| -8% | -$81.5K | 0.38% | 57 |
|
|
2017
Q1 | $942K | Buy |
28,749
+1,582
| +6% | +$51.8K | 0.33% | 93 |
|
|
2016
Q4 | $998K | Sell |
27,167
-755
| -3% | -$27.7K | 0.33% | 91 |
|
|
2016
Q3 | $877K | Sell |
27,922
-472
| -2% | -$14.8K | 0.28% | 111 |
|
|
2016
Q2 | $857K | Buy |
28,394
+10,307
| +57% | +$311K | 0.27% | 113 |
|
|
2016
Q1 | $438K | Buy |
18,087
+1,442
| +9% | +$34.9K | 0.12% | 231 |
|
|
2015
Q4 | $372K | Sell |
16,645
-5,654
| -25% | -$126K | 0.11% | 245 |
|
|
2015
Q3 | $571K | Buy |
22,299
+318
| +1% | +$8.14K | 0.12% | 225 |
|
|
2015
Q2 | $597K | Buy |
21,981
+1,323
| +6% | +$35.9K | 0.12% | 231 |
|
|
2015
Q1 | $524K | Sell |
20,658
-996
| -5% | -$25.3K | 0.11% | 233 |
|
|
2014
Q4 | $554K | Buy |
21,654
+11,621
| +116% | +$297K | 0.11% | 239 |
|
|
2014
Q3 | $295K | Buy |
10,033
+119
| +1% | +$3.5K | 0.08% | 401 |
|
|
2014
Q2 | $254K | Buy |
9,914
+1,154
| +13% | +$29.6K | 0.07% | 407 |
|
|
2014
Q1 | $231K | Sell |
8,760
-336
| -4% | -$8.86K | 0.07% | 412 |
|
|
2013
Q4 | $210K | Sell |
9,096
-1,686
| -16% | -$38.9K | 0.07% | 429 |
|
|
2013
Q3 | $244K | Sell |
10,782
-12
| -0.1% | -$272 | 0.1% | 396 |
|
|
2013
Q2 | $217K | Buy |
+10,794
| New | +$217K | 0.1% | 398 |
|