Raymond James Financial Services Advisors’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $354K | Buy |
10,582
+35
| +0.3% | +$1.17K | ﹤0.01% | 2860 |
|
|
2024
Q2 | $291K | Buy |
10,547
+38
| +0.4% | +$1.05K | ﹤0.01% | 2890 |
|
|
2024
Q1 | $307K | Buy |
10,509
+34
| +0.3% | +$994 | ﹤0.01% | 2826 |
|
|
2023
Q4 | $328K | Buy |
10,475
+32
| +0.3% | +$1K | ﹤0.01% | 2671 |
|
|
2023
Q3 | $300K | Buy |
10,443
+31
| +0.3% | +$890 | ﹤0.01% | 2650 |
|
|
2023
Q2 | $272K | Buy |
10,412
+32
| +0.3% | +$837 | ﹤0.01% | 2721 |
|
|
2023
Q1 | $345K | Buy |
10,380
+23
| +0.2% | +$764 | ﹤0.01% | 2553 |
|
|
2022
Q4 | $373K | Buy |
10,357
+28
| +0.3% | +$1.01K | ﹤0.01% | 2435 |
|
|
2022
Q3 | $365K | Buy |
10,329
+23
| +0.2% | +$813 | ﹤0.01% | 2451 |
|
|
2022
Q2 | $386K | Sell |
10,306
-79
| -0.8% | -$2.96K | ﹤0.01% | 2427 |
|
|
2022
Q1 | $424K | Sell |
10,385
-460
| -4% | -$18.8K | ﹤0.01% | 2471 |
|
|
2021
Q4 | $454K | Sell |
10,845
-827
| -7% | -$34.6K | ﹤0.01% | 2439 |
|
|
2021
Q3 | $447K | Sell |
11,672
-95
| -0.8% | -$3.64K | ﹤0.01% | 2437 |
|
|
2021
Q2 | $450K | Sell |
11,767
-282
| -2% | -$10.8K | ﹤0.01% | 2434 |
|
|
2021
Q1 | $464K | Buy |
12,049
+204
| +2% | +$7.86K | ﹤0.01% | 2337 |
|
|
2020
Q4 | $368K | Buy |
11,845
+2,349
| +25% | +$73K | ﹤0.01% | 2330 |
|
|
2020
Q3 | $232K | Buy |
+9,496
| New | +$232K | ﹤0.01% | 2441 |
|
|
2019
Q4 | – | Sell |
-11,642
| Closed | -$397K | – | 2873 |
|
|
2019
Q3 | $397K | Hold |
11,642
| – | – | ﹤0.01% | 2052 |
|
|
2019
Q2 | $377K | Sell |
11,642
-3,436
| -23% | -$111K | ﹤0.01% | 2109 |
|
|
2019
Q1 | $501K | Sell |
15,078
-24,910
| -62% | -$828K | ﹤0.01% | 1899 |
|
|
2018
Q4 | $1.27M | Sell |
39,988
-1,396
| -3% | -$44.3K | 0.01% | 1142 |
|
|
2018
Q3 | $1.44M | Sell |
41,384
-3,003
| -7% | -$104K | 0.01% | 1247 |
|
|
2018
Q2 | $1.5M | Buy |
44,387
+18
| +0% | +$606 | 0.01% | 1186 |
|
|
2018
Q1 | $1.54M | Hold |
44,369
| – | – | 0.01% | 1062 |
|
|
2017
Q4 | $1.49M | Hold |
44,369
| – | – | 0.01% | 1044 |
|
|
2017
Q3 | $1.61M | Buy |
44,369
+37,936
| +590% | +$1.38M | 0.01% | 1022 |
|
|
2017
Q2 | $225K | Buy |
6,433
+1
| +0% | +$35 | ﹤0.01% | 2142 |
|
|
2017
Q1 | $211K | Hold |
6,432
| – | – | ﹤0.01% | 2105 |
|
|
2016
Q4 | $236K | Buy |
+6,432
| New | +$236K | ﹤0.01% | 1955 |
|