Naples Global 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 | $307K | Sell |
10,425
-499
| -5% | -$14.7K | 0.03% | 358 |
|
|
2025
Q1 | $316K | Buy |
10,924
+400
| +4% | +$11.6K | 0.03% | 346 |
|
|
2024
Q4 | $334K | Hold |
10,524
| – | – | 0.03% | 338 |
|
|
2024
Q3 | $352K | Sell |
10,524
-300
| -3% | -$10K | 0.03% | 334 |
|
|
2024
Q2 | $299K | Sell |
10,824
-3,550
| -25% | -$98K | 0.03% | 339 |
|
|
2024
Q1 | $420K | Sell |
14,374
-2,700
| -16% | -$78.9K | 0.04% | 305 |
|
|
2023
Q4 | $535K | Sell |
17,074
-2,025
| -11% | -$63.4K | 0.06% | 268 |
|
|
2023
Q3 | $548K | Sell |
19,099
-2,200
| -10% | -$63.1K | 0.07% | 265 |
|
|
2023
Q2 | $557K | Buy |
21,299
+650
| +3% | +$17K | 0.07% | 263 |
|
|
2023
Q1 | $686K | Sell |
20,649
-2,000
| -9% | -$66.4K | 0.09% | 244 |
|
|
2022
Q4 | $815K | Sell |
22,649
-3,201
| -12% | -$115K | 0.1% | 224 |
|
|
2022
Q3 | $914K | Buy |
25,850
+500
| +2% | +$17.7K | 0.13% | 205 |
|
|
2022
Q2 | $949K | Buy |
25,350
+300
| +1% | +$11.2K | 0.12% | 198 |
|
|
2022
Q1 | $1.02M | Hold |
25,050
| – | – | 0.12% | 200 |
|
|
2021
Q4 | $1.05M | Sell |
25,050
-650
| -3% | -$27.2K | 0.12% | 200 |
|
|
2021
Q3 | $984K | Buy |
25,700
+300
| +1% | +$11.5K | 0.13% | 197 |
|
|
2021
Q2 | $971K | Hold |
25,400
| – | – | 0.14% | 194 |
|
|
2021
Q1 | $978K | Sell |
25,400
-300
| -1% | -$11.6K | 0.15% | 183 |
|
|
2020
Q4 | $797K | Sell |
25,700
-25
| -0.1% | -$775 | 0.13% | 193 |
|
|
2020
Q3 | $628K | Buy |
25,725
+500
| +2% | +$12.2K | 0.12% | 192 |
|
|
2020
Q2 | $699K | Sell |
25,225
-175
| -0.7% | -$4.85K | 0.15% | 174 |
|
|
2020
Q1 | $772K | Sell |
25,400
-4,300
| -14% | -$131K | 0.2% | 147 |
|
|
2019
Q4 | $1.1M | Buy |
29,700
+225
| +0.8% | +$8.36K | 0.23% | 135 |
|
|
2019
Q3 | $1.01M | Buy |
29,475
+400
| +1% | +$13.6K | 0.23% | 138 |
|
|
2019
Q2 | $941K | Sell |
29,075
-600
| -2% | -$19.4K | 0.23% | 137 |
|
|
2019
Q1 | $986K | Buy |
29,675
+50
| +0.2% | +$1.66K | 0.25% | 131 |
|
|
2018
Q4 | $1.01M | Buy |
29,625
+5,200
| +21% | +$177K | 0.29% | 121 |
|
|
2018
Q3 | $850K | Buy |
24,425
+875
| +4% | +$30.5K | 0.23% | 145 |
|
|
2018
Q2 | $793K | Buy |
23,550
+3,550
| +18% | +$120K | 0.22% | 149 |
|
|
2018
Q1 | $695K | Buy |
+20,000
| New | +$695K | 0.21% | 159 |
|