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Southern Wealth Management’s Southside Bancshares SBSI Stock Holding History

Southern Wealth Management’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-9,079
Closed -$252K – 58
2020
Q2 		$252K Hold
9,079
– – 0.05% 52
2020
Q1 		$276K Hold
9,079
– – 0.06% 47
2019
Q4 		$337K Buy
+9,079
New +$337K 0.06% 50