Sowell Financial Services’s Southside Bancshares SBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$493K	0.03%	422
2021 Q2	–	Sell	-16,937	Closed	-$714K	–	2306
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%	+$4.97K	0.02%	516
2020 Q2	$464K	Buy	16,753 +162	+1%	+$4.6K	0.03%	477
2020 Q1	$504K	Buy	16,591 +160	+1%	+$5.41K	0.04%	398
2019 Q4	$610K	Buy	16,431 +138	+0.8%	+$4.88K	0.05%	387
2019 Q3	$556K	Buy	+16,293	New	+$541K	0.05%	384
2019 Q1	$531K	Buy	15,992 +142	+0.9%	+$4.81K	0.06%	314
2018 Q4	$503K	Buy	15,850 +146	+0.9%	+$4.75K	0.07%	269
2018 Q3	$546K	Buy	+15,704	New	+$555K	0.08%	188