BFA
Bragg Financial Advisors’s ServisFirst Bancshares SFBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5M | Buy |
419,620
+1,898
| +0.5% | +$147K | 1.16% | 14 |
|
|
2025
Q1 | $34.5M | Buy |
417,722
+5,753
| +1% | +$475K | 1.42% | 5 |
|
|
2024
Q4 | $34.9M | Buy |
411,969
+2,238
| +0.5% | +$190K | 1.41% | 9 |
|
|
2024
Q3 | $33M | Buy |
409,731
+269
| +0.1% | +$21.6K | 1.36% | 9 |
|
|
2024
Q2 | $25.9M | Buy |
409,462
+907
| +0.2% | +$57.3K | 1.15% | 14 |
|
|
2024
Q1 | $27.1M | Buy |
408,555
+214
| +0.1% | +$14.2K | 1.22% | 12 |
|
|
2023
Q4 | $27.2M | Buy |
408,341
+1,387
| +0.3% | +$92.4K | 1.29% | 10 |
|
|
2023
Q3 | $21.2M | Buy |
406,954
+46,497
| +13% | +$2.43M | 1.12% | 13 |
|
|
2023
Q2 | $14.7M | Buy |
360,457
+47,313
| +15% | +$1.94M | 0.81% | 39 |
|
|
2023
Q1 | $17.1M | Sell |
313,144
-314
| -0.1% | -$17.2K | 1.01% | 19 |
|
|
2022
Q4 | $21.6M | Buy |
313,458
+393
| +0.1% | +$27.1K | 1.31% | 7 |
|
|
2022
Q3 | $25M | Sell |
313,065
-590
| -0.2% | -$47.2K | 1.73% | 4 |
|
|
2022
Q2 | $24.8M | Buy |
313,655
+2,932
| +0.9% | +$231K | 1.64% | 4 |
|
|
2022
Q1 | $29.6M | Buy |
310,723
+484
| +0.2% | +$46.1K | 1.73% | 4 |
|
|
2021
Q4 | $24.1M | Hold |
310,239
| – | – | 1.55% | 6 |
|
|
2021
Q3 | $24.1M | Sell |
310,239
-7,846
| -2% | -$610K | 1.55% | 6 |
|
|
2021
Q2 | $21.6M | Buy |
318,085
+935
| +0.3% | +$63.6K | 1.38% | 7 |
|
|
2021
Q1 | $19.5M | Buy |
317,150
+247,105
| +353% | +$15.2M | 1.31% | 7 |
|
|
2020
Q4 | $2.82M | Buy |
70,045
+885
| +1% | +$35.7K | 0.25% | 117 |
|
|
2020
Q3 | $2.35M | Buy |
69,160
+16,115
| +30% | +$549K | 0.24% | 115 |
|
|
2020
Q2 | $1.9M | Buy |
53,045
+19,244
| +57% | +$688K | 0.21% | 124 |
|
|
2020
Q1 | $991K | Buy |
+33,801
| New | +$991K | 0.13% | 149 |
|