MFT

Moisand Fitzgerald Tamayo’s Southside Bancshares SBSI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$112K	Hold	3,807	–	–	0.01%	144
2025 Q1	$110K	Hold	3,807	–	–	0.02%	142
2024 Q4	$121K	Hold	3,807	–	–	0.02%	131
2024 Q3	$127K	Hold	3,807	–	–	0.02%	132
2024 Q2	$105K	Hold	3,807	–	–	0.02%	131
2024 Q1	$111K	Hold	3,807	–	–	0.02%	126
2023 Q4	$119K	Sell	3,807 -1,480	-28%	-$46.4K	0.02%	125
2023 Q3	$152K	Hold	5,287	–	–	0.03%	111
2023 Q2	$138K	Hold	5,287	–	–	0.03%	114
2023 Q1	$176K	Hold	5,287	–	–	0.04%	106
2022 Q4	$190K	Hold	5,287	–	–	0.04%	104
2022 Q3	$187K	Hold	5,287	–	–	0.05%	98
2022 Q2	$198K	Hold	5,287	–	–	0.05%	96
2022 Q1	$216K	Hold	5,287	–	–	0.1%	71
2021 Q4	$221K	Hold	5,287	–	–	0.06%	85
2021 Q3	$202K	Hold	5,287	–	–	0.07%	86
2021 Q2	$202K	Hold	5,287	–	–	0.07%	84
2021 Q1	$204K	Sell	5,287 -1,000	-16%	-$38.6K	0.09%	80
2020 Q4	$195K	Sell	6,287 -1,350	-18%	-$41.9K	0.09%	78
2020 Q3	$187K	Hold	7,637	–	–	0.1%	73
2020 Q2	$212K	Hold	7,637	–	–	0.12%	66
2020 Q1	$232K	Hold	7,637	–	–	0.15%	61
2019 Q4	$284K	Sell	7,637 -627	-8%	-$23.3K	0.15%	65
2019 Q3	$282K	Sell	8,264 -8,265	-50%	-$282K	0.15%	64
2019 Q2	$535K	Hold	16,529	–	–	0.29%	51
2019 Q1	$549K	Hold	16,529	–	–	0.31%	49
2018 Q4	$525K	Hold	16,529	–	–	0.33%	48
2018 Q3	$575K	Hold	16,529	–	–	0.32%	50
2018 Q2	$557K	Hold	16,529	–	–	0.32%	48
2018 Q1	$574K	Hold	16,529	–	–	0.34%	47
2017 Q4	$557K	Hold	16,529	–	–	0.32%	38
2017 Q3	$601K	Hold	16,529	–	–	0.37%	35
2017 Q2	$578K	Buy	16,529 +404	+3%	+$14.1K	0.39%	36
2017 Q1	$541K	Hold	16,125	–	–	0.38%	38
2016 Q4	$607K	Hold	16,125	–	–	0.45%	35
2016 Q3	$519K	Buy	+16,125	New	+$519K	0.39%	38