Captrust Financial Advisors Southside Bancshares Inc Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in Southside Bancshares Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 35,470 shares of SBSI stock, worth $987,130. This represents 0.0% of its overall portfolio holdings.

Number of Shares

35,470

Previous 35,425 0.13%

Holding current value

$987,130

Previous $1.13 Million 8.71%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$28.79 - $32.77 $1,295 - $1,474	45 Added 0.13%	35,470 $1.03 Million
Q4 2024 Feb 14, 2025	SELL	$31.67 - $37.22 $95,580 - $112,329	-3,018 Reduced 7.85%	35,425 $1.13 Million
Q3 2024 Nov 14, 2024	BUY	$26.4 - $35.03 $84,110 - $111,605	3,186 Added 9.04%	38,443 $1.29 Million
Q2 2024 Aug 14, 2024	BUY	$25.53 - $28.73 $10,390 - $11,693	407 Added 1.17%	35,257 $973,000
Q1 2024 May 15, 2024	SELL	$27.28 - $32.97 $323,977 - $391,551	-11,876 Reduced 25.42%	34,850 $1.02 Million
Q4 2023 Feb 14, 2024	SELL	$26.7 - $32.65 $987 - $1,208	-37 Reduced 0.08%	46,726 $1.46 Million
Q3 2023 Nov 14, 2023	BUY	$25.63 - $34.12 $270,396 - $359,966	10,550 Added 29.13%	46,763 $1.34 Million
Q2 2023 Aug 14, 2023	SELL	$25.74 - $33.12 $489 - $629	-19 Reduced 0.05%	36,213 $947,000
Q1 2023 May 15, 2023	BUY	$32.62 - $40.2 $4,207 - $5,185	129 Added 0.36%	36,232 $1.2 Million
Q4 2022 Feb 15, 2023	BUY	$32.2 - $38.15 $6,601 - $7,820	205 Added 0.57%	36,103 $1.3 Million
Q3 2022 Nov 16, 2022	BUY	$35.36 - $41.7 $1,591 - $1,876	45 Added 0.13%	35,898 $1.27 Million
Q2 2022 Aug 23, 2022	SELL	$36.42 - $41.02 $1,638 - $1,845	-45 Reduced 0.13%	35,853 $1.34 Million
Q2 2022 Aug 16, 2022	SELL	$36.42 - $41.02 $218 - $246	-6 Reduced 0.02%	35,898 $1.34 Million
Q1 2022 May 16, 2022	BUY	$39.83 - $44.62 $42,697 - $47,832	1,072 Added 3.08%	35,904 $1.47 Million
Q4 2021 Feb 14, 2022	SELL	$38.03 - $44.96 $1,254 - $1,483	-33 Reduced 0.09%	34,832 $1.46 Million
Q3 2021 Nov 16, 2021	BUY	$34.95 - $38.66 $699 - $773	20 Added 0.06%	34,865 $1.34 Million
Q2 2021 Aug 16, 2021	SELL	$37.7 - $43.29 $2,073 - $2,380	-55 Reduced 0.16%	34,845 $1.33 Million
Q1 2021 May 17, 2021	BUY	$31.09 - $41.22 $12,000 - $15,910	386 Added 1.12%	34,900 $1.34 Million
Q1 2020 May 15, 2020	SELL	$25.04 - $37.32 $47,225 - $70,385	-1,886 Reduced 5.18%	34,514 $949,000
Q4 2019 Feb 14, 2020	BUY	$33.37 - $37.73 $1.21 Million - $1.37 Million	36,400 New	36,400 $1.35 Million
Q3 2018 Nov 15, 2018	SELL	$33.73 - $37.08 $10,118 - $11,124	-300 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$33.4 - $35.99 $10,020 - $10,797	300 New	300 $10,000

Others Institutions Holding SBSI

# of Institutions

178

Shares Held

17.2M

Call Options Held

Put Options Held

1.3K

View Full List

About SOUTHSIDE BANCSHARES INC

Ticker SBSI
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 32,105,000
Market Cap $893M
Description
Southside Bancshares, Inc. operates as the bank holding company for Southside Bank that provides a range of financial services to individuals, businesses, municipal entities, and nonprofit organizations. Its deposit products include savings, money market, and interest and noninterest bearing checking accounts, as well as certificates of deposit....

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Captrust Financial Advisors Southside Bancshares Inc Transaction History