Jamison Private Wealth Management’s Southside Bancshares SBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$282K	Sell	9,074 -338	-4%	-$10.7K	0.04%	186
2025 Q4	$286K	Buy	9,412 +8	+0.1%	+$234	0.04%	184
2025 Q3	$266K	Buy	9,404 +9	+0.1%	+$272	0.03%	187
2025 Q2	$277K	Buy	9,395 +19	+0.2%	+$538	0.04%	178
2025 Q1	$272K	Sell	9,376 -195	-2%	-$5.98K	0.04%	181
2024 Q4	$304K	Sell	9,571 -1,373	-13%	-$46.6K	0.04%	175
2024 Q3	$366K	Buy	10,944 +6,866	+168%	+$220K	0.06%	150
2024 Q2	$113K	Buy	4,078 +19	+0.5%	+$515	0.02%	209
2024 Q1	$119K	Buy	4,059 +17	+0.4%	+$506	0.02%	206
2023 Q4	$127K	Buy	4,042 +16	+0.4%	+$465	0.02%	191
2023 Q3	$116K	Buy	+4,026	New	+$120K	0.02%	189