Jamison Private Wealth Management’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 | $277K | Buy |
9,395
+19
| +0.2% | +$559 | 0.04% | 178 |
|
|
2025
Q1 | $272K | Sell |
9,376
-195
| -2% | -$5.65K | 0.04% | 181 |
|
|
2024
Q4 | $304K | Sell |
9,571
-1,373
| -13% | -$43.6K | 0.04% | 175 |
|
|
2024
Q3 | $366K | Buy |
10,944
+6,866
| +168% | +$230K | 0.06% | 150 |
|
|
2024
Q2 | $113K | Buy |
4,078
+19
| +0.5% | +$525 | 0.02% | 209 |
|
|
2024
Q1 | $119K | Buy |
4,059
+17
| +0.4% | +$497 | 0.02% | 206 |
|
|
2023
Q4 | $127K | Buy |
4,042
+16
| +0.4% | +$501 | 0.02% | 191 |
|
|
2023
Q3 | $116K | Buy |
+4,026
| New | +$116K | 0.02% | 189 |
|