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 |
|