Kestrel Investment 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 | $2.12M | Sell |
71,900
-3,200
| -4% | -$94.2K | 1.27% | 34 |
|
|
2025
Q1 | $2.18M | Hold |
75,100
| – | – | 1.33% | 33 |
|
|
2024
Q4 | $2.39M | Hold |
75,100
| – | – | 1.32% | 31 |
|
|
2024
Q3 | $2.44M | Buy |
75,100
+5,500
| +8% | +$179K | 1.4% | 31 |
|
|
2024
Q2 | $1.92M | Hold |
69,600
| – | – | 1.27% | 32 |
|
|
2024
Q1 | $2.03M | Sell |
69,600
-600
| -0.9% | -$17.5K | 1.36% | 31 |
|
|
2023
Q4 | $2.2M | Sell |
70,200
-16,600
| -19% | -$520K | 1.49% | 31 |
|
|
2023
Q3 | $2.49M | Sell |
86,800
-7,100
| -8% | -$204K | 1.58% | 31 |
|
|
2023
Q2 | $2.46M | Sell |
93,900
-7,800
| -8% | -$204K | 1.36% | 32 |
|
|
2023
Q1 | $3.38M | Buy |
+101,700
| New | +$3.38M | 1.9% | 27 |
|