Morgan Stanley’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
$7.67M Sell
260,493
-23,185
-8% -$682K ﹤0.01% 3696
2025
Q1
$8.22M Sell
283,678
-20,998
-7% -$608K ﹤0.01% 3525
2024
Q4
$9.68M Sell
304,676
-68,575
-18% -$2.18M ﹤0.01% 3443
2024
Q3
$12.5M Buy
373,251
+64,268
+21% +$2.15M ﹤0.01% 3251
2024
Q2
$8.53M Sell
308,983
-19,951
-6% -$551K ﹤0.01% 3437
2024
Q1
$9.61M Sell
328,934
-243,814
-43% -$7.13M ﹤0.01% 3379
2023
Q4
$17.9M Buy
572,748
+300,630
+110% +$9.42M ﹤0.01% 3442
2023
Q3
$7.81M Buy
272,118
+53,583
+25% +$1.54M ﹤0.01% 3348
2023
Q2
$5.72M Buy
218,535
+4,158
+2% +$109K ﹤0.01% 3668
2023
Q1
$7.12M Buy
214,377
+1,125
+0.5% +$37.4K ﹤0.01% 3459
2022
Q4
$7.67M Sell
213,252
-8,551
-4% -$308K ﹤0.01% 3334
2022
Q3
$7.84M Sell
221,803
-24,728
-10% -$874K ﹤0.01% 3219
2022
Q2
$9.23M Buy
246,531
+103,258
+72% +$3.86M ﹤0.01% 3147
2022
Q1
$5.85M Sell
143,273
-25,203
-15% -$1.03M ﹤0.01% 3517
2021
Q4
$7.05M Buy
168,476
+22,054
+15% +$922K ﹤0.01% 3354
2021
Q3
$5.61M Sell
146,422
-11,444
-7% -$438K ﹤0.01% 3556
2021
Q2
$6.04M Buy
157,866
+42,262
+37% +$1.62M ﹤0.01% 3588
2021
Q1
$4.45M Sell
115,604
-19,770
-15% -$761K ﹤0.01% 3535
2020
Q4
$4.2M Buy
135,374
+22,771
+20% +$706K ﹤0.01% 3447
2020
Q3
$2.75M Buy
112,603
+9,732
+9% +$238K ﹤0.01% 3359
2020
Q2
$2.85M Buy
102,871
+18,147
+21% +$503K ﹤0.01% 3246
2020
Q1
$2.58M Sell
84,724
-79,656
-48% -$2.42M ﹤0.01% 3123
2019
Q4
$6.11M Buy
164,380
+46,340
+39% +$1.72M ﹤0.01% 2974
2019
Q3
$4.03M Sell
118,040
-35,493
-23% -$1.21M ﹤0.01% 3103
2019
Q2
$4.97M Buy
153,533
+106,999
+230% +$3.46M ﹤0.01% 2921
2019
Q1
$1.55M Sell
46,534
-31,989
-41% -$1.06M ﹤0.01% 3797
2018
Q4
$2.49M Sell
78,523
-63,407
-45% -$2.01M ﹤0.01% 3577
2018
Q3
$4.94M Buy
141,930
+28,038
+25% +$976K ﹤0.01% 3188
2018
Q2
$3.84M Sell
113,892
-4,733
-4% -$159K ﹤0.01% 3452
2018
Q1
$4.12M Buy
118,625
+10,937
+10% +$380K ﹤0.01% 3228
2017
Q4
$3.63M Buy
107,688
+49,003
+84% +$1.65M ﹤0.01% 3450
2017
Q3
$2.13M Buy
58,685
+1,352
+2% +$49.1K ﹤0.01% 3827
2017
Q2
$2M Sell
57,333
-23,549
-29% -$823K ﹤0.01% 3791
2017
Q1
$2.65M Sell
80,882
-94,999
-54% -$3.11M ﹤0.01% 3555
2016
Q4
$6.47M Buy
175,881
+149,873
+576% +$5.51M ﹤0.01% 2730
2016
Q3
$817K Buy
26,008
+5,214
+25% +$164K ﹤0.01% 4182
2016
Q2
$627K Buy
20,794
+494
+2% +$14.9K ﹤0.01% 4297
2016
Q1
$491K Buy
20,300
+4,032
+25% +$97.5K ﹤0.01% 4454
2015
Q4
$363K Buy
16,268
+8,124
+100% +$181K ﹤0.01% 4753
2015
Q3
$209K Buy
8,144
+4,858
+148% +$125K ﹤0.01% 5064
2015
Q2
$89K Sell
3,286
-8,455
-72% -$229K ﹤0.01% 5642
2015
Q1
$298K Sell
11,741
-65,259
-85% -$1.66M ﹤0.01% 4976
2014
Q4
$1.97M Buy
77,000
+53,842
+232% +$1.38M ﹤0.01% 3579
2014
Q3
$683K Buy
23,158
+13,757
+146% +$406K ﹤0.01% 4350
2014
Q2
$241K Sell
9,401
-46,631
-83% -$1.2M ﹤0.01% 5058
2014
Q1
$1.48M Sell
56,032
-1,987
-3% -$52.5K ﹤0.01% 3682
2013
Q4
$1.34M Buy
58,019
+32,731
+129% +$754K ﹤0.01% 3706
2013
Q3
$572K Sell
25,288
-142,877
-85% -$3.23M ﹤0.01% 4239
2013
Q2
$3.39M Buy
+168,165
New +$3.39M ﹤0.01% 2700