LPL Financial’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 | $665K | Sell |
22,582
-2,801
| -11% | -$82.4K | ﹤0.01% | 4078 |
|
|
2025
Q1 | $735K | Sell |
25,383
-3,057
| -11% | -$88.5K | ﹤0.01% | 3763 |
|
|
2024
Q4 | $903K | Sell |
28,440
-4,931
| -15% | -$157K | ﹤0.01% | 3532 |
|
|
2024
Q3 | $1.12M | Buy |
33,371
+1,586
| +5% | +$53K | ﹤0.01% | 3243 |
|
|
2024
Q2 | $878K | Buy |
31,785
+7,732
| +32% | +$213K | ﹤0.01% | 3332 |
|
|
2024
Q1 | $703K | Buy |
24,053
+3,760
| +19% | +$110K | ﹤0.01% | 3446 |
|
|
2023
Q4 | $636K | Buy |
20,293
+3,813
| +23% | +$119K | ﹤0.01% | 3429 |
|
|
2023
Q3 | $473K | Buy |
16,480
+752
| +5% | +$21.6K | ﹤0.01% | 3507 |
|
|
2023
Q2 | $411K | Buy |
+15,728
| New | +$411K | ﹤0.01% | 3563 |
|