Aptus Capital Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$700K Sell
9,025
-20
-0.2% -$1.55K 0.01% 597
2025
Q1
$747K Sell
9,045
-1,063
-11% -$87.8K 0.01% 554
2024
Q4
$857K Sell
10,108
-2,545
-20% -$216K 0.01% 516
2024
Q3
$1.02M Buy
+12,653
New +$1.02M 0.02% 407
2021
Q4
Sell
-33,385
Closed -$2.6M 567
2021
Q3
$2.6M Buy
33,385
+5,984
+22% +$465K 0.07% 119
2021
Q2
$1.86M Buy
27,401
+4,114
+18% +$280K 0.05% 130
2021
Q1
$1.43M Sell
23,287
-2,376
-9% -$146K 0.05% 152
2020
Q4
$1.03M Buy
25,663
+4,096
+19% +$165K 0.05% 155
2020
Q3
$734K Sell
21,567
-512
-2% -$17.4K 0.04% 159
2020
Q2
$790K Buy
22,079
+256
+1% +$9.16K 0.05% 135
2020
Q1
$640K Buy
21,823
+1,536
+8% +$45K 0.06% 137
2019
Q4
$764K Buy
+20,287
New +$764K 0.05% 149