Nisa Investment 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 | $22K | Sell |
746
-353
| -32% | -$10.4K | ﹤0.01% | 1891 |
|
|
2025
Q1 | $31.8K | Hold |
1,099
| – | – | ﹤0.01% | 1729 |
|
|
2024
Q4 | $34.9K | Hold |
1,099
| – | – | ﹤0.01% | 1773 |
|
|
2024
Q3 | $36.7K | Hold |
1,099
| – | – | ﹤0.01% | 1715 |
|
|
2024
Q2 | $30.3K | Buy |
1,099
+387
| +54% | +$10.7K | ﹤0.01% | 1804 |
|
|
2024
Q1 | $20.8K | Buy |
712
+125
| +21% | +$3.65K | ﹤0.01% | 1874 |
|
|
2023
Q4 | $18.4K | Hold |
587
| – | – | ﹤0.01% | 1906 |
|
|
2023
Q3 | $16.8K | Hold |
587
| – | – | ﹤0.01% | 2067 |
|
|
2023
Q2 | $15.4K | Sell |
587
-611
| -51% | -$16K | ﹤0.01% | 2172 |
|
|
2023
Q1 | $40K | Hold |
1,198
| – | – | ﹤0.01% | 1784 |
|
|
2022
Q4 | $43K | Hold |
1,198
| – | – | ﹤0.01% | 1828 |
|
|
2022
Q3 | $41K | Buy |
1,198
+41
| +4% | +$1.4K | ﹤0.01% | 1818 |
|
|
2022
Q2 | $43K | Buy |
1,157
+377
| +48% | +$14K | ﹤0.01% | 1781 |
|
|
2022
Q1 | $32K | Buy |
+780
| New | +$32K | ﹤0.01% | 1956 |
|
|
2020
Q4 | – | Sell |
-900
| Closed | -$22K | – | 2341 |
|
|
2020
Q3 | $22K | Hold |
900
| – | – | ﹤0.01% | 2028 |
|
|
2020
Q2 | $25K | Buy |
+900
| New | +$25K | ﹤0.01% | 1736 |
|