SEI Investments’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-13,278
| Closed | -$416K | – | 2691 |
|
2023
Q4 | $416K | Hold |
13,278
| – | – | ﹤0.01% | 2182 |
|
2023
Q3 | $381K | Buy |
13,278
+5,073
| +62% | +$146K | ﹤0.01% | 2217 |
|
2023
Q2 | $215K | Sell |
8,205
-50
| -0.6% | -$1.31K | ﹤0.01% | 2457 |
|
2023
Q1 | $274K | Buy |
+8,255
| New | +$274K | ﹤0.01% | 2374 |
|
2018
Q3 | – | Sell |
-14
| Closed | – | – | 3278 |
|
2018
Q2 | $0 | Sell |
14
-8,187
| -100% | – | ﹤0.01% | 3763 |
|
2018
Q1 | $284K | Sell |
8,201
-14,752
| -64% | -$511K | ﹤0.01% | 1775 |
|
2017
Q4 | $772K | Buy |
22,953
+185
| +0.8% | +$6.22K | ﹤0.01% | 1558 |
|
2017
Q3 | $828K | Sell |
22,768
-2
| -0% | -$73 | ﹤0.01% | 1512 |
|
2017
Q2 | $796K | Buy |
22,770
+609
| +3% | +$21.3K | ﹤0.01% | 1495 |
|
2017
Q1 | $726K | Buy |
22,161
+13,396
| +153% | +$439K | ﹤0.01% | 1487 |
|
2016
Q4 | $323K | Buy |
8,765
+6,068
| +225% | +$224K | ﹤0.01% | 1678 |
|
2016
Q3 | $85K | Sell |
2,697
-516
| -16% | -$16.3K | ﹤0.01% | 1919 |
|
2016
Q2 | $97K | Sell |
3,213
-1,604
| -33% | -$48.4K | ﹤0.01% | 1749 |
|
2016
Q1 | $116K | Sell |
4,817
-1,581
| -25% | -$38.1K | ﹤0.01% | 1636 |
|
2015
Q4 | $142K | Sell |
6,398
-9,240
| -59% | -$205K | ﹤0.01% | 1625 |
|
2015
Q3 | $400K | Buy |
15,638
+1,061
| +7% | +$27.1K | ﹤0.01% | 1365 |
|
2015
Q2 | $395K | Buy |
14,577
+893
| +7% | +$24.2K | ﹤0.01% | 1246 |
|
2015
Q1 | $347K | Buy |
13,684
+6,892
| +101% | +$175K | ﹤0.01% | 1271 |
|
2014
Q4 | $173K | Buy |
+6,792
| New | +$173K | ﹤0.01% | 1456 |
|