A detailed history of Sowell Financial Services LLC transactions in Southside Bancshares Inc stock. As of the latest transaction made, Sowell Financial Services LLC holds 16,937 shares of SBSI stock, worth $603,465. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,937
Previous 16,937 -0.0%
Holding current value
$603,465
Previous $467,000 21.2%
% of portfolio
0.03%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024

BUY
$26.7 - $32.65 $452,217 - $552,993
16,937 New
16,937 $530,000
Q2 2021

Aug 05, 2021

SELL
$37.7 - $43.29 $638,524 - $733,202
-16,937 Closed
0 $0
Q3 2020

Nov 12, 2020

BUY
$23.7 - $29.85 $4,360 - $5,492
184 Added 1.1%
16,937 $414,000
Q2 2020

Aug 13, 2020

BUY
$26.0 - $32.2 $4,212 - $5,216
162 Added 0.98%
16,753 $464,000
Q1 2020

May 12, 2020

BUY
$25.04 - $37.32 $4,006 - $5,971
160 Added 0.97%
16,591 $504,000
Q4 2019

Feb 07, 2020

BUY
$33.37 - $37.73 $4,605 - $5,206
138 Added 0.85%
16,431 $0
Q3 2019

Nov 14, 2019

BUY
$31.9 - $35.07 $9,601 - $10,556
301 Added 1.88%
16,293 $556,000
Q1 2019

May 15, 2019

BUY
$31.75 - $35.23 $4,508 - $5,002
142 Added 0.9%
15,992 $0
Q4 2018

Mar 05, 2019

BUY
$30.0 - $35.2 $4,380 - $5,139
146 Added 0.93%
15,850 $503,000
Q3 2018

Nov 13, 2018

BUY
$33.73 - $37.08 $529,695 - $582,304
15,704 New
15,704 $546,000

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 $1.14B
  • 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

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.