Wealthspire Advisors (Maryland)’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-98
| Closed | -$3K | – | 1750 |
|
|
2019
Q1 | $3K | Hold |
98
| – | – | ﹤0.01% | 2043 |
|
|
2018
Q4 | $3K | Buy |
98
+84
| +600% | +$2.57K | ﹤0.01% | 1978 |
|
|
2018
Q3 | $0 | Buy |
14
+11
| +367% | – | ﹤0.01% | 2489 |
|
|
2018
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2570 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2624 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2585 |
|
|
2017
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2437 |
|