Zurich Cantonal Bank’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
7,414
+1,779
| +32% | +$52.4K | ﹤0.01% | 2090 |
|
|
2025
Q1 | $163K | Sell |
5,635
-3,582
| -39% | -$104K | ﹤0.01% | 2194 |
|
|
2024
Q4 | $293K | Buy |
9,217
+2,726
| +42% | +$86.6K | ﹤0.01% | 1958 |
|
|
2024
Q3 | $217K | Hold |
6,491
| – | – | ﹤0.01% | 2066 |
|
|
2024
Q2 | $179K | Hold |
6,491
| – | – | ﹤0.01% | 2096 |
|
|
2024
Q1 | $190K | Hold |
6,491
| – | – | ﹤0.01% | 2073 |
|
|
2023
Q4 | $203K | Hold |
6,491
| – | – | ﹤0.01% | 2068 |
|
|
2023
Q3 | $186K | Hold |
6,491
| – | – | ﹤0.01% | 2014 |
|
|
2023
Q2 | $170K | Hold |
6,491
| – | – | ﹤0.01% | 2034 |
|
|
2023
Q1 | $216K | Buy |
6,491
+1,327
| +26% | +$44.1K | ﹤0.01% | 1819 |
|
|
2022
Q4 | $186K | Buy |
5,164
+1,764
| +52% | +$63.5K | ﹤0.01% | 1856 |
|
|
2022
Q3 | $120K | Hold |
3,400
| – | – | ﹤0.01% | 2078 |
|
|
2022
Q2 | $127K | Hold |
3,400
| – | – | ﹤0.01% | 2081 |
|
|
2022
Q1 | $139K | Hold |
3,400
| – | – | ﹤0.01% | 2119 |
|
|
2021
Q4 | $142K | Hold |
3,400
| – | – | ﹤0.01% | 2307 |
|
|
2021
Q3 | $130K | Hold |
3,400
| – | – | ﹤0.01% | 2186 |
|
|
2021
Q2 | $130K | Sell |
3,400
-830
| -20% | -$31.7K | ﹤0.01% | 2080 |
|
|
2021
Q1 | $163K | Hold |
4,230
| – | – | ﹤0.01% | 1899 |
|
|
2020
Q4 | $131K | Hold |
4,230
| – | – | ﹤0.01% | 2088 |
|
|
2020
Q3 | $103K | Hold |
4,230
| – | – | ﹤0.01% | 1975 |
|
|
2020
Q2 | $117K | Buy |
4,230
+1,360
| +47% | +$37.6K | ﹤0.01% | 1858 |
|
|
2020
Q1 | $87K | Buy |
2,870
+654
| +30% | +$19.8K | ﹤0.01% | 1683 |
|
|
2019
Q4 | $82K | Hold |
2,216
| – | – | ﹤0.01% | 1845 |
|
|
2019
Q3 | $76K | Hold |
2,216
| – | – | ﹤0.01% | 1767 |
|
|
2019
Q2 | $72K | Hold |
2,216
| – | – | ﹤0.01% | 1829 |
|
|
2019
Q1 | $74K | Sell |
2,216
-602
| -21% | -$20.1K | ﹤0.01% | 1762 |
|
|
2018
Q4 | $89K | Hold |
2,818
| – | – | ﹤0.01% | 1673 |
|
|
2018
Q3 | $98K | Hold |
2,818
| – | – | ﹤0.01% | 1720 |
|
|
2018
Q2 | $95K | Hold |
2,818
| – | – | ﹤0.01% | 1676 |
|
|
2018
Q1 | $98K | Hold |
2,818
| – | – | ﹤0.01% | 1607 |
|
|
2017
Q4 | $95K | Buy |
2,818
+873
| +45% | +$29.4K | ﹤0.01% | 1599 |
|
|
2017
Q3 | $71K | Hold |
1,945
| – | – | ﹤0.01% | 1589 |
|
|
2017
Q2 | $68K | Buy |
1,945
+448
| +30% | +$15.7K | ﹤0.01% | 1578 |
|
|
2017
Q1 | $49K | Hold |
1,497
| – | – | ﹤0.01% | 1748 |
|
|
2016
Q4 | $55K | Hold |
1,497
| – | – | ﹤0.01% | 1652 |
|
|
2016
Q3 | $47K | Buy |
1,497
+2
| +0.1% | +$63 | ﹤0.01% | 1677 |
|
|
2016
Q2 | $45K | Sell |
1,495
-1
| -0.1% | -$30 | ﹤0.01% | 1545 |
|
|
2016
Q1 | $36K | Hold |
1,496
| – | – | ﹤0.01% | 1603 |
|
|
2015
Q4 | $33K | Buy |
1,496
+1,121
| +299% | +$24.7K | ﹤0.01% | 1705 |
|
|
2015
Q3 | $10K | Buy |
+375
| New | +$10K | ﹤0.01% | 2016 |
|