Captrust Financial Advisors Southside Bancshares Inc Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

A detailed history of Captrust Financial Advisors transactions in Southside Bancshares Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 35,673 shares of SBSI stock, worth $1.03 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35,673
Previous 35,470 0.57%
Holding current value
$1.03 Million
Previous $1.03 Million 2.14%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$26.49 - $29.9 $5,377 - $6,069
203 Added 0.57%
35,673 $1.05 Million
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
179
Shares Held
17.1M
Call Options Held
0
Put Options Held
0
View Full List

About SOUTHSIDE BANCSHARES INC

SBSI Quotes by TradingView
  • Ticker SBSI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 32,105,000
  • Market Cap $926M
  • 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....
More about SBSI
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