Lido Advisors’s Southside Bancshares SBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,482	Closed	-$377K	–	1043
2022 Q4	$377K	Buy	10,482 +1,028	+11%	+$37K	﹤0.01%	642
2022 Q3	$334K	Buy	9,454 +1,141	+14%	+$40.3K	﹤0.01%	629
2022 Q2	$311K	Buy	+8,313	New	+$311K	﹤0.01%	639