Charles Schwab Investment Management Inc Southside Bancshares Inc Transaction History

Charles Schwab Investment Management Inc

  • $527 Billion
  • Q4 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Southside Bancshares Inc stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 292,728 shares of SBSI stock, worth $9 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
292,728
Previous 325,599 10.1%
Holding current value
$9 Million
Previous $10.9 Million 14.58%
% of portfolio
0.0%
Previous 0.0%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$31.67 - $37.22 $1.04 Million - $1.22 Million
-32,871 Reduced 10.1%
292,728 $9.3 Million
Q3 2024

Nov 12, 2024
SELL
$26.4 - $35.03 $842,661 - $1.12 Million
-31,919 Reduced 8.93%
325,599 $10.9 Million
Q2 2024

Aug 12, 2024
SELL
$25.53 - $28.73 $819,461 - $922,175
-32,098 Reduced 8.24%
357,518 $9.87 Million
Q1 2024

May 08, 2024
BUY
$27.28 - $32.97 $703,578 - $850,329
25,791 Added 7.09%
389,616 $11.4 Million
Q4 2023

Feb 06, 2024
BUY
$26.7 - $32.65 $413,049 - $505,095
15,470 Added 4.44%
363,825 $11.4 Million
Q3 2023

Nov 08, 2023
BUY
$25.63 - $34.12 $595,102 - $792,232
23,219 Added 7.14%
348,355 $10 Million
Q2 2023

Aug 09, 2023
BUY
$25.74 - $33.12 $102,342 - $131,685
3,976 Added 1.24%
325,136 $8.51 Million
Q1 2023

May 11, 2023
BUY
$32.62 - $40.2 $325,580 - $401,236
9,981 Added 3.21%
321,160 $10.7 Million
Q4 2022

Feb 13, 2023
BUY
$32.2 - $38.15 $417,440 - $494,576
12,964 Added 4.35%
311,179 $11.2 Million
Q3 2022

Nov 14, 2022
SELL
$35.36 - $41.7 $35,748 - $42,158
-1,011 Reduced 0.34%
298,215 $10.5 Million
Q2 2022

Aug 15, 2022
BUY
$36.42 - $41.02 $143,822 - $161,987
3,949 Added 1.34%
299,226 $11.2 Million
Q1 2022

May 13, 2022
BUY
$39.83 - $44.62 $308,045 - $345,091
7,734 Added 2.69%
295,277 $12.1 Million
Q4 2021

Feb 11, 2022
BUY
$38.03 - $44.96 $731,507 - $864,805
19,235 Added 7.17%
287,543 $12 Million
Q3 2021

Nov 16, 2021
BUY
$34.95 - $38.66 $979,893 - $1.08 Million
28,037 Added 11.67%
268,308 $10.3 Million
Q2 2021

Aug 16, 2021
BUY
$37.7 - $43.29 $524,746 - $602,553
13,919 Added 6.15%
240,271 $9.19 Million
Q1 2021

May 17, 2021
BUY
$31.09 - $41.22 $572,149 - $758,571
18,403 Added 8.85%
226,352 $8.72 Million
Q4 2020

Feb 16, 2021
BUY
$24.48 - $31.71 $25,899 - $33,549
1,058 Added 0.51%
207,949 $6.45 Million
Q3 2020

Nov 13, 2020
SELL
$23.7 - $29.85 $32,966 - $41,521
-1,391 Reduced 0.67%
206,891 $5.06 Million
Q2 2020

Aug 14, 2020
BUY
$26.0 - $32.2 $237,146 - $293,696
9,121 Added 4.58%
208,282 $5.77 Million
Q1 2020

May 15, 2020
BUY
$25.04 - $37.32 $72,265 - $107,705
2,886 Added 1.47%
199,161 $6.05 Million
Q4 2019

Feb 07, 2020
BUY
$33.37 - $37.73 $163,012 - $184,311
4,885 Added 2.55%
196,275 $7.29 Million
Q3 2019

Nov 08, 2019
BUY
$31.9 - $35.07 $175,800 - $193,270
5,511 Added 2.96%
191,390 $6.53 Million
Q2 2019

Aug 09, 2019
BUY
$31.44 - $35.86 $120,415 - $137,343
3,830 Added 2.1%
185,879 $6.02 Million
Q1 2019

May 14, 2019
SELL
$31.75 - $35.23 $63,055 - $69,966
-1,986 Reduced 1.08%
182,049 $6.05 Million
Q4 2018

Feb 14, 2019
BUY
$30.0 - $35.2 $12,720 - $14,924
424 Added 0.23%
184,035 $5.84 Million
Q3 2018

Nov 13, 2018
BUY
$33.73 - $37.08 $766,042 - $842,123
22,711 Added 14.11%
183,611 $6.39 Million
Q2 2018

Aug 08, 2018
BUY
$32.47 - $35.81 $631,249 - $696,182
19,441 Added 13.74%
160,900 $5.42 Million
Q1 2018

May 07, 2018
BUY
$33.4 - $35.99 $147,795 - $159,255
4,425 Added 3.23%
141,459 $4.92 Million
Q4 2017

Jan 17, 2018
BUY
$33.68 - $37.1 $285,370 - $314,348
8,473 Added 6.59%
137,034 $4.62 Million
Q3 2017

Nov 13, 2017
BUY
$31.57 - $36.36 $4.06 Million - $4.67 Million
128,561
128,561 $4.68 Million

Others Institutions Holding SBSI

# of Institutions
159
Shares Held
17M
Call Options Held
1.2K
Put Options Held
300
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 $987M
  • 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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