A detailed history of True Wealth Design, LLC transactions in Southside Bancshares Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 47 shares of SBSI stock, worth $1,337. This represents 0.0% of its overall portfolio holdings.

Number of Shares
47
Previous 11 327.27%
Holding current value
$1,337
Previous $324,000 309.88%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$28.25 - $31.39 $1,017 - $1,130
36 Added 327.27%
47 $1.33 Million
Q2 2025

Aug 06, 2025

SELL
$26.49 - $29.9 $26 - $29
-1 Reduced 8.33%
11 $324,000
Q1 2025

May 13, 2025

BUY
$28.79 - $32.77 $345 - $393
12 New
12 $348,000

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 $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....
More about SBSI
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