Atria Investments’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
$669K Sell
8,625
-112
-1% -$8.68K 0.01% 1265
2025
Q1
$722K Sell
8,737
-1,049
-11% -$86.7K 0.01% 1153
2024
Q4
$829K Sell
9,786
-739
-7% -$62.6K 0.01% 1081
2024
Q3
$847K Sell
10,525
-4,385
-29% -$353K 0.01% 1062
2024
Q2
$942K Sell
14,910
-6,570
-31% -$415K 0.01% 966
2024
Q1
$1.43M Sell
21,480
-1,340
-6% -$88.9K 0.02% 792
2023
Q4
$1.52M Sell
22,820
-307
-1% -$20.5K 0.02% 711
2023
Q3
$1.21M Buy
+23,127
New +$1.21M 0.02% 768
2023
Q2
Sell
-25,416
Closed -$1.39M 880
2023
Q1
$1.39M Buy
25,416
+8,735
+52% +$477K 0.03% 676
2022
Q4
$1.15M Sell
16,681
-5,939
-26% -$409K 0.02% 709
2022
Q3
$1.81M Sell
22,620
-1,522
-6% -$122K 0.04% 517
2022
Q2
$1.91M Sell
24,142
-7,519
-24% -$593K 0.04% 522
2022
Q1
$3.02M Buy
+31,661
New +$3.02M 0.05% 426