Lee Financial’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-430
| Closed | -$11K | – | 536 |
|
|
2020
Q3 | $11K | Hold |
430
| – | – | ﹤0.01% | 390 |
|
|
2020
Q2 | $12K | Sell |
430
-430
| -50% | -$12K | ﹤0.01% | 343 |
|
|
2020
Q1 | $26K | Hold |
860
| – | – | 0.01% | 210 |
|
|
2019
Q4 | $32K | Hold |
860
| – | – | 0.01% | 222 |
|
|
2019
Q3 | $29K | Hold |
860
| – | – | 0.01% | 223 |
|
|
2019
Q2 | $28K | Hold |
860
| – | – | 0.01% | 235 |
|
|
2019
Q1 | $29K | Hold |
860
| – | – | 0.01% | 223 |
|
|
2018
Q4 | $27K | Hold |
860
| – | – | 0.01% | 209 |
|
|
2018
Q3 | $30K | Hold |
860
| – | – | 0.01% | 221 |
|
|
2018
Q2 | $29K | Hold |
860
| – | – | 0.01% | 306 |
|
|
2018
Q1 | $30K | Hold |
860
| – | – | 0.01% | 305 |
|
|
2017
Q4 | $29K | Hold |
860
| – | – | 0.01% | 222 |
|
|
2017
Q3 | $31K | Hold |
860
| – | – | 0.01% | 210 |
|
|
2017
Q2 | $30K | Hold |
860
| – | – | 0.01% | 221 |
|
|
2017
Q1 | $28K | Hold |
860
| – | – | 0.01% | 198 |
|
|
2016
Q4 | $32K | Buy |
+860
| New | +$32K | 0.02% | 198 |
|