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 |
|