Sutton Wealth Advisors’s Southside Bancshares SBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-408
| Closed | -$14.7K | – | 1426 |
|
|
2022
Q4 | $14.7K | Sell |
408
-3
| -0.7% | -$108 | 0.01% | 817 |
|
|
2022
Q3 | $14.5K | Buy |
411
+3
| +0.7% | +$106 | 0.01% | 767 |
|
|
2022
Q2 | $15.3K | Sell |
408
-6
| -1% | -$225 | 0.01% | 760 |
|
|
2022
Q1 | $16.9K | Hold |
414
| – | – | 0.01% | 768 |
|
|
2021
Q4 | $17.3K | Buy |
414
+6
| +1% | +$251 | 0.01% | 755 |
|
|
2021
Q3 | $15.6K | Hold |
408
| – | – | 0.01% | 770 |
|
|
2021
Q2 | $15.6K | Hold |
408
| – | – | 0.01% | 778 |
|
|
2021
Q1 | $15.7K | Buy |
408
+218
| +115% | +$8.4K | 0.01% | 748 |
|
|
2020
Q4 | $5.9K | Hold |
190
| – | – | ﹤0.01% | 949 |
|
|
2020
Q3 | $4.64K | Hold |
190
| – | – | ﹤0.01% | 945 |
|
|
2020
Q2 | $5.27K | Hold |
190
| – | – | ﹤0.01% | 865 |
|
|
2020
Q1 | $5.77K | Sell |
190
-107
| -36% | -$3.25K | ﹤0.01% | 787 |
|
|
2019
Q4 | $11K | Buy |
297
+107
| +56% | +$3.97K | 0.01% | 793 |
|
|
2019
Q3 | $6.48K | Hold |
190
| – | – | ﹤0.01% | 887 |
|
|
2019
Q2 | $6.15K | Hold |
190
| – | – | ﹤0.01% | 885 |
|
|
2019
Q1 | $6.31K | Hold |
190
| – | – | ﹤0.01% | 884 |
|
|
2018
Q4 | $6.03K | Sell |
190
-368
| -66% | -$11.7K | ﹤0.01% | 855 |
|
|
2018
Q3 | $19.4K | Hold |
558
| – | – | 0.01% | 601 |
|
|
2018
Q2 | $18.8K | Hold |
558
| – | – | 0.01% | 611 |
|
|
2018
Q1 | $19.4K | Buy |
558
+368
| +194% | +$12.8K | 0.01% | 578 |
|
|
2017
Q4 | $6.4K | Hold |
190
| – | – | ﹤0.01% | 855 |
|
|
2017
Q3 | $6.91K | Hold |
190
| – | – | 0.01% | 831 |
|
|
2017
Q2 | $6.64K | Hold |
190
| – | – | 0.01% | 829 |
|
|
2017
Q1 | $6.21K | Hold |
190
| – | – | 0.01% | 819 |
|
|
2016
Q4 | $6.97K | Hold |
190
| – | – | 0.01% | 781 |
|
|
2016
Q3 | $5.95K | Hold |
190
| – | – | 0.01% | 786 |
|
|
2016
Q2 | $5.72K | Buy |
190
+1
| +0.5% | +$30 | 0.01% | 757 |
|
|
2016
Q1 | $4.59K | Buy |
+189
| New | +$4.59K | ﹤0.01% | 758 |
|