Ladenburg Thalmann Financial Services’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $15K | Buy |
407
+4
| +1% | +$147 | ﹤0.01% | 4295 |
|
|
2019
Q3 | $14K | Buy |
403
+4
| +1% | +$139 | ﹤0.01% | 4236 |
|
|
2019
Q2 | $13K | Buy |
399
+4
| +1% | +$130 | ﹤0.01% | 4317 |
|
|
2019
Q1 | $13K | Buy |
395
+3
| +0.8% | +$99 | ﹤0.01% | 4257 |
|
|
2018
Q4 | $12K | Sell |
392
-349
| -47% | -$10.7K | ﹤0.01% | 4188 |
|
|
2018
Q3 | $26K | Sell |
741
-11
| -1% | -$386 | ﹤0.01% | 3749 |
|
|
2018
Q2 | $26K | Hold |
752
| – | – | ﹤0.01% | 3682 |
|
|
2018
Q1 | $26K | Buy |
752
+33
| +5% | +$1.14K | ﹤0.01% | 3682 |
|
|
2017
Q4 | $25K | Buy |
719
+214
| +42% | +$7.44K | ﹤0.01% | 3652 |
|
|
2017
Q3 | $18K | Sell |
505
-266
| -35% | -$9.48K | ﹤0.01% | 3745 |
|
|
2017
Q2 | $27K | Buy |
771
+111
| +17% | +$3.89K | ﹤0.01% | 3423 |
|
|
2017
Q1 | $22K | Buy |
660
+52
| +9% | +$1.73K | ﹤0.01% | 3498 |
|
|
2016
Q4 | $22K | Buy |
608
+362
| +147% | +$13.1K | ﹤0.01% | 3429 |
|
|
2016
Q3 | $8K | Hold |
246
| – | – | ﹤0.01% | 3948 |
|
|
2016
Q2 | $7K | Buy |
246
+71
| +41% | +$2.02K | ﹤0.01% | 3966 |
|
|
2016
Q1 | $4K | Hold |
175
| – | – | ﹤0.01% | 4176 |
|
|
2015
Q4 | $4K | Hold |
175
| – | – | ﹤0.01% | 4152 |
|
|
2015
Q3 | $4K | Sell |
175
-25
| -13% | -$571 | ﹤0.01% | 4048 |
|
|
2015
Q2 | $5K | Buy |
200
+30
| +18% | +$750 | ﹤0.01% | 4060 |
|
|
2015
Q1 | $4K | Buy |
170
+31
| +22% | +$729 | ﹤0.01% | 4076 |
|
|
2014
Q4 | $4K | Hold |
139
| – | – | ﹤0.01% | 3826 |
|
|
2014
Q3 | $4K | Hold |
139
| – | – | ﹤0.01% | 3502 |
|
|
2014
Q2 | $4K | Buy |
139
+1
| +0.7% | +$29 | ﹤0.01% | 3467 |
|
|
2014
Q1 | $4K | Hold |
138
| – | – | ﹤0.01% | 3347 |
|
|
2013
Q4 | $3K | Buy |
138
+75
| +119% | +$1.63K | ﹤0.01% | 3426 |
|
|
2013
Q3 | $1K | Hold |
63
| – | – | ﹤0.01% | 3582 |
|
|
2013
Q2 | $1K | Buy |
+63
| New | +$1K | ﹤0.01% | 3493 |
|