Advisory Services Network’s ServisFirst Bancshares SFBS Stock Holding History

Advisory Services Network’s Portfolio SFBS Stock Details SFBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,394	Closed	-$203K	–	1715
2024 Q4	$203K	Sell	2,394 -31,754	-93%	-$2.69M	﹤0.01%	1482
2024 Q3	$2.16M	Hold	34,148	–	–	0.04%	441
2024 Q2	$2.16M	Sell	34,148 -75	-0.2%	-$4.74K	0.04%	441
2024 Q1	$2.27M	Sell	34,223 -52	-0.2%	-$3.45K	0.05%	411
2023 Q4	$2.28M	Hold	34,275	–	–	0.06%	391
2023 Q3	$1.79M	Sell	34,275 -18,275	-35%	-$953K	0.05%	451
2023 Q2	$2.15M	Sell	52,550 -696	-1%	-$28.5K	0.06%	389
2023 Q1	$2.91M	Buy	53,246 +693	+1%	+$37.9K	0.08%	285
2022 Q4	$3.62M	Sell	52,553 -461	-0.9%	-$31.8K	0.11%	222
2022 Q3	$4.24M	Sell	53,014 -8,606	-14%	-$688K	0.15%	163
2022 Q2	$4.86M	Sell	61,620 -51	-0.1%	-$4.03K	0.17%	146
2022 Q1	$5.88M	Buy	61,671 +7,043	+13%	+$671K	0.17%	137
2021 Q4	$4.64M	Sell	54,628 -338	-0.6%	-$28.7K	0.13%	182
2021 Q3	$4.28M	Buy	54,966 +6	+0%	+$467	0.14%	186
2021 Q2	$3.74M	Hold	54,960	–	–	0.12%	219
2021 Q1	$3.37M	Sell	54,960 -11,087	-17%	-$680K	0.13%	213
2020 Q4	$2.66M	Sell	66,047 -38,706	-37%	-$1.56M	0.11%	225
2020 Q3	$3.56M	Sell	104,753 -2,389	-2%	-$81.3K	0.17%	155
2020 Q2	$3.83M	Buy	107,142 +4,447	+4%	+$159K	0.21%	124
2020 Q1	$3.01M	Buy	102,695 +55,104	+116%	+$1.62M	0.2%	128
2019 Q4	$1.79M	Sell	47,591 -15,448	-25%	-$582K	0.09%	267
2019 Q3	$2.16M	Hold	63,039	–	–	0.13%	193
2019 Q2	$2.16M	Hold	63,039	–	–	0.13%	193
2019 Q1	$2.13M	Buy	63,039 +6,538	+12%	+$221K	0.15%	183
2018 Q4	$1.8M	Buy	56,501 +7,482	+15%	+$238K	0.16%	168
2018 Q3	$1.92M	Hold	49,019	–	–	0.14%	192
2018 Q2	$2.06M	Sell	49,019 -8,345	-15%	-$350K	0.16%	172
2018 Q1	$2.34M	Sell	57,364 -4,676	-8%	-$191K	0.19%	124
2017 Q4	$2.58M	Sell	62,040 -430	-0.7%	-$17.8K	0.22%	104
2017 Q3	$2.43M	Hold	62,470	–	–	0.28%	79
2017 Q2	$2.31M	Sell	62,470 -12,000	-16%	-$443K	0.3%	75
2017 Q1	$2.71M	Buy	+74,470	New	+$2.71M	0.39%	49