Solutions 4 Wealth’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 | $713K | Hold |
24,242
| – | – | 1.19% | 20 |
|
|
2025
Q1 | $702K | Hold |
24,242
| – | – | 1.24% | 21 |
|
|
2024
Q4 | $770K | Hold |
24,242
| – | – | 1.39% | 20 |
|
|
2024
Q3 | $810K | Hold |
24,242
| – | – | 1.58% | 20 |
|
|
2024
Q2 | $669K | Hold |
24,242
| – | – | 1.52% | 17 |
|
|
2024
Q1 | $709K | Hold |
24,242
| – | – | 1.99% | 14 |
|
|
2023
Q4 | $759K | Buy |
+24,242
| New | +$759K | 2.48% | 13 |
|