Moisand Fitzgerald Tamayo’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Hold |
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|
2025
Q1 | $110K | Hold |
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|
2024
Q4 | $121K | Hold |
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|
2024
Q3 | $127K | Hold |
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|
2024
Q2 | $105K | Hold |
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|
2024
Q1 | $111K | Hold |
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|
2023
Q4 | $119K | Sell |
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|
2023
Q3 | $152K | Hold |
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|
2023
Q2 | $138K | Hold |
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|
2023
Q1 | $176K | Hold |
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|
2022
Q4 | $190K | Hold |
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|
2022
Q3 | $187K | Hold |
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|
2022
Q2 | $198K | Hold |
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|
2022
Q1 | $216K | Hold |
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|
2021
Q4 | $221K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $202K | Hold |
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|
2021
Q1 | $204K | Sell |
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|
2020
Q4 | $195K | Sell |
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|
2020
Q3 | $187K | Hold |
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|
2020
Q2 | $212K | Hold |
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|
2020
Q1 | $232K | Hold |
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|
2019
Q4 | $284K | Sell |
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|
2019
Q3 | $282K | Sell |
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|
2019
Q2 | $535K | Hold |
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|
2019
Q1 | $549K | Hold |
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|
2018
Q4 | $525K | Hold |
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|
2018
Q3 | $575K | Hold |
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|
2018
Q2 | $557K | Hold |
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|
2018
Q1 | $574K | Hold |
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|
2017
Q4 | $557K | Hold |
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|
2017
Q3 | $601K | Hold |
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|
2017
Q2 | $578K | Buy |
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|
2017
Q1 | $541K | Hold |
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|
2016
Q4 | $607K | Hold |
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|
2016
Q3 | $519K | Buy |
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