Ifp Advisors, Inc Southside Bancshares Inc Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Southside Bancshares Inc stock. As of the latest transaction made, Ifp Advisors, Inc holds 137 shares of SBSI stock, worth $3,944. This represents 0.0% of its overall portfolio holdings.

Number of Shares

137

Holding current value

$3,944

% of portfolio

0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$26.49 - $29.9 $3,629 - $4,096	137 New	137 $4,000
Q4 2024 Feb 04, 2025	BUY	$31.67 - $37.22 $126 - $148	4 New	4 $0
Q2 2022 Sep 06, 2022	BUY	$36.42 - $41.02 $218 - $246	6 New	6 $13,000
Q2 2022 Aug 12, 2022	SELL	$36.42 - $41.02 $218 - $246	-6 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$39.83 - $44.62 $238 - $267	6 New	6 $0
Q3 2021 Oct 06, 2021	SELL	$34.95 - $38.66 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$37.7 - $43.29 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$31.09 - $41.22 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$24.48 - $31.71 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$23.7 - $29.85 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$26.0 - $32.2 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$25.04 - $37.32 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$33.37 - $37.73 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	BUY	$31.9 - $35.07 $0 - $0	0 New	0 $0
Q4 2018 Jan 23, 2019	SELL	$30.0 - $35.2 $11,280 - $13,235	-376 Closed	0 $0
Q3 2018 Oct 25, 2018	BUY	$33.73 - $37.08 $33 - $37	1 Added 0.27%	376 $0
Q2 2018 Aug 07, 2018	BUY	$32.47 - $35.81 $5,682 - $6,266	175 Added 87.5%	375 $0
Q1 2018 Jun 03, 2019	SELL	$33.4 - $35.99 $33 - $35	-1 Reduced 0.5%	200 $7,000
Q1 2018 May 09, 2018	BUY	$33.4 - $35.99 $33 - $35	1 Added 0.5%	201 $0
Q4 2017 Jan 24, 2018	BUY	$33.68 - $37.1 $2,963 - $3,264	88 Added 78.57%	200 $0
Q3 2017 Oct 30, 2017	BUY	$31.57 - $36.36 $3,283 - $3,781	104 Added 1300.0%	112 $4,000
Q2 2017 Jun 03, 2019	SELL	N/A	-302 Reduced 97.42%	8 $0
Q4 2016 Jun 03, 2019	BUY	N/A	100 Added 47.62%	310 $12,000
Q2 2016 Jun 03, 2019	BUY	N/A	210	210 $6,000

Others Institutions Holding SBSI

# of Institutions

177

Shares Held

17.1M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

4.35M
Shares

$125 Million
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

2M
Shares

$57.6 Million
0.0% of portfolio
Dimensional Fund Advisors LP Austin, TX

1.38M
Shares

$39.7 Million
0.01% of portfolio
State Street Corp Boston, MA

1.27M
Shares

$36.4 Million
0.0% of portfolio
Geode Capital Management, LLC Boston, MA

690K
Shares

$19.9 Million
0.0% of portfolio

View Full List

About SOUTHSIDE BANCSHARES INC

Ticker SBSI
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 32,105,000
Market Cap $924M
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account