Aull & Monroe Investment Management’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-13,446
| Closed | -$914K | – | 135 |
|
|
2021
Q2 | $914K | Hold |
13,446
| – | – | 0.43% | 64 |
|
|
2021
Q1 | $825K | Hold |
13,446
| – | – | 0.4% | 66 |
|
|
2020
Q4 | $541K | Hold |
13,446
| – | – | 0.29% | 80 |
|
|
2020
Q3 | $457K | Hold |
13,446
| – | – | 0.27% | 84 |
|
|
2020
Q2 | $481K | Hold |
13,446
| – | – | 0.3% | 81 |
|
|
2020
Q1 | $394K | Hold |
13,446
| – | – | 0.26% | 84 |
|
|
2019
Q4 | $506K | Hold |
13,446
| – | – | 0.26% | 85 |
|
|
2019
Q3 | $446K | Hold |
13,446
| – | – | 0.24% | 89 |
|
|
2019
Q2 | $461K | Hold |
13,446
| – | – | 0.24% | 89 |
|
|
2019
Q1 | $454K | Hold |
13,446
| – | – | 0.24% | 88 |
|
|
2018
Q4 | $428K | Hold |
13,446
| – | – | 0.24% | 86 |
|
|
2018
Q3 | $527K | Hold |
13,446
| – | – | 0.25% | 84 |
|
|
2018
Q2 | $561K | Hold |
13,446
| – | – | 0.29% | 82 |
|
|
2018
Q1 | $549K | Hold |
13,446
| – | – | 0.29% | 83 |
|
|
2017
Q4 | $558K | Hold |
13,446
| – | – | 0.28% | 84 |
|
|
2017
Q3 | $522K | Hold |
13,446
| – | – | 0.27% | 85 |
|
|
2017
Q2 | $496K | Hold |
13,446
| – | – | 0.27% | 86 |
|
|
2017
Q1 | $490K | Buy |
13,446
+6,723
| +100% | +$245K | 0.26% | 89 |
|
|
2016
Q4 | $252K | Sell |
6,723
-6,723
| -50% | -$252K | 0.14% | 111 |
|
|
2016
Q3 | $349K | Hold |
13,446
| – | – | 0.2% | 96 |
|
|
2016
Q2 | $332K | Hold |
13,446
| – | – | 0.19% | 95 |
|
|
2016
Q1 | $298K | Hold |
13,446
| – | – | 0.18% | 100 |
|
|
2015
Q4 | $319K | Hold |
13,446
| – | – | 0.2% | 95 |
|
|
2015
Q3 | $279K | Hold |
13,446
| – | – | 0.18% | 99 |
|
|
2015
Q2 | $260K | Buy |
+13,446
| New | +$260K | 0.15% | 106 |
|