Kovitz Investment Group Partners
SBSI icon

Kovitz Investment Group Partners’s Southside Bancshares SBSI Stock Holding History

Kovitz Investment Group Partners’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,417
Closed -$238K – 1156
2025
Q3 		$238K Sell
8,417
-19
-0.2% -$575 ﹤0.01% 1290
2025
Q2 		$248K Sell
8,436
-59
-0.7% -$1.67K ﹤0.01% 1204
2025
Q1 		$246K Sell
8,495
-36
-0.4% -$1.1K ﹤0.01% 1111
2024
Q4 		$271K Hold
8,531
– – ﹤0.01% 1070
2024
Q3 		$276K Buy
+8,531
New +$273K ﹤0.01% 893

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