Sowell Financial Services’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,937
| Closed | -$566K | – | 588 |
|
|
2024
Q3 | $566K | Hold |
16,937
| – | – | 0.03% | 423 |
|
|
2024
Q2 | $468K | Hold |
16,937
| – | – | 0.02% | 442 |
|
|
2024
Q1 | $495K | Hold |
16,937
| – | – | 0.02% | 455 |
|
|
2023
Q4 | $530K | Buy |
+16,937
| New | +$530K | 0.03% | 422 |
|
|
2021
Q2 | – | Sell |
-16,937
| Closed | -$714K | – | 2307 |
|
|
2021
Q1 | $714K | Hold |
16,937
| – | – | 0.02% | 514 |
|
|
2020
Q4 | $526K | Hold |
16,937
| – | – | 0.02% | 509 |
|
|
2020
Q3 | $414K | Buy |
16,937
+184
| +1% | +$4.5K | 0.02% | 516 |
|
|
2020
Q2 | $464K | Buy |
16,753
+162
| +1% | +$4.49K | 0.03% | 477 |
|
|
2020
Q1 | $504K | Buy |
16,591
+160
| +1% | +$4.86K | 0.04% | 398 |
|
|
2019
Q4 | $610K | Buy |
16,431
+138
| +0.8% | +$5.12K | 0.05% | 387 |
|
|
2019
Q3 | $556K | Buy |
+16,293
| New | +$556K | 0.05% | 384 |
|
|
2019
Q1 | $531K | Buy |
15,992
+142
| +0.9% | +$4.72K | 0.06% | 313 |
|
|
2018
Q4 | $503K | Buy |
15,850
+146
| +0.9% | +$4.63K | 0.07% | 269 |
|
|
2018
Q3 | $546K | Buy |
+15,704
| New | +$546K | 0.08% | 188 |
|