Creative Planning Southside Bancshares Inc Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Southside Bancshares Inc stock. As of the latest transaction made, Creative Planning holds 10,689 shares of SBSI stock, worth $304,102. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,689

Previous 10,607 0.77%

Holding current value

$304,102

Previous $307,000 2.28%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$26.49 - $29.9 $2,172 - $2,451	82 Added 0.77%	10,689 $314,000
Q1 2025 May 15, 2025	BUY	$28.79 - $32.77 $2,216 - $2,523	77 Added 0.73%	10,607 $307,000
Q4 2024 Feb 14, 2025	SELL	$31.67 - $37.22 $5,668 - $6,662	-179 Reduced 1.67%	10,530 $334,000
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

# of Institutions

179

Shares Held

17.2M

Call Options Held

Put Options Held

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About SOUTHSIDE BANCSHARES INC

Ticker SBSI
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 32,105,000
Market Cap $913M
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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Creative Planning Southside Bancshares Inc Transaction History