Lion Street Advisors’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 | $290K | Hold |
9,852
| – | – | 0.09% | 221 |
|
|
2025
Q1 | $285K | Hold |
9,852
| – | – | 0.09% | 213 |
|
|
2024
Q4 | $313K | Hold |
9,852
| – | – | 0.1% | 194 |
|
|
2024
Q3 | $329K | Hold |
9,852
| – | – | 0.11% | 190 |
|
|
2024
Q2 | $272K | Sell |
9,852
-121
| -1% | -$3.34K | 0.1% | 208 |
|
|
2024
Q1 | $312K | Hold |
9,973
| – | – | 0.13% | 176 |
|
|
2023
Q4 | $312K | Sell |
9,973
-242
| -2% | -$7.58K | 0.13% | 176 |
|
|
2023
Q3 | $293K | Sell |
10,215
-61
| -0.6% | -$1.75K | 0.1% | 189 |
|
|
2023
Q2 | $425K | Buy |
10,276
+61
| +0.6% | +$2.52K | 0.14% | 139 |
|
|
2023
Q1 | $339K | Buy |
+10,215
| New | +$339K | 0.11% | 159 |
|