A detailed history of Creative Planning transactions in Southside Bancshares Inc stock. As of the latest transaction made, Creative Planning holds 10,709 shares of SBSI stock, worth $345,472. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,709
Previous 10,709 -0.0%
Holding current value
$345,472
Previous $295,000 21.36%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$25.53 - $28.73 $5,667 - $6,378
222 Added 2.12%
10,709 $295,000
Q1 2024

May 10, 2024

BUY
$27.28 - $32.97 $1,309 - $1,582
48 Added 0.46%
10,487 $306,000
Q2 2023

Jul 21, 2023

BUY
$25.74 - $33.12 $268,699 - $345,739
10,439 New
10,439 $273,000
Q1 2021

Apr 30, 2021

SELL
$31.09 - $41.22 $2.89 Million - $3.83 Million
-92,900 Closed
0 $0
Q4 2020

Jan 29, 2021

SELL
$24.48 - $31.71 $244,800 - $317,100
-10,000 Reduced 9.72%
92,900 $2.88 Million
Q3 2020

Nov 05, 2020

BUY
$23.7 - $29.85 $474,000 - $597,000
20,000 Added 24.13%
102,900 $2.51 Million
Q2 2020

Jul 23, 2020

BUY
$26.0 - $32.2 $62,270 - $77,119
2,395 Added 2.97%
82,900 $2.3 Million
Q1 2020

May 05, 2020

BUY
$25.04 - $37.32 $2.02 Million - $3 Million
80,505 New
80,505 $2.45 Million
Q3 2019

Nov 01, 2019

SELL
$31.9 - $35.07 $2.57 Million - $2.82 Million
-80,505 Closed
0 $0
Q2 2019

Jul 26, 2019

BUY
$31.44 - $35.86 $540,768 - $616,792
17,200 Added 27.17%
80,505 $2.61 Million
Q1 2019

Apr 24, 2019

SELL
$31.75 - $35.23 $1.05 Million - $1.16 Million
-32,996 Reduced 34.26%
63,305 $2.1 Million
Q4 2018

Feb 01, 2019

BUY
$30.0 - $35.2 $2.27 Million - $2.67 Million
75,796 Added 369.65%
96,301 $3.06 Million
Q3 2018

Oct 25, 2018

SELL
$33.73 - $37.08 $2.36 Million - $2.6 Million
-70,000 Reduced 77.34%
20,505 $714,000
Q2 2018

Jul 20, 2018

BUY
$32.47 - $35.81 $649,400 - $716,200
20,000 Added 28.37%
90,505 $3.05 Million
Q1 2018

Apr 18, 2018

SELL
$33.4 - $35.99 $317,133 - $341,725
-9,495 Reduced 11.87%
70,505 $2.45 Million
Q4 2017

Jan 17, 2018

BUY
$33.68 - $37.1 $2.69 Million - $2.97 Million
80,000
80,000 $2.69 Million

Others Institutions Holding SBSI

About SOUTHSIDE BANCSHARES INC


  • Ticker SBSI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 32,105,000
  • Market Cap $1.04B
  • 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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