CAPTRUST Financial Advisors’s ServisFirst Bancshares SFBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
18,671
+114
| +0.6% | +$8.84K | ﹤0.01% | 1135 |
|
|
2025
Q1 | $1.53M | Buy |
18,557
+153
| +0.8% | +$12.6K | ﹤0.01% | 1046 |
|
|
2024
Q4 | $1.56M | Sell |
18,404
-89
| -0.5% | -$7.54K | ﹤0.01% | 994 |
|
|
2024
Q3 | $1.49M | Buy |
18,493
+1,089
| +6% | +$87.6K | ﹤0.01% | 981 |
|
|
2024
Q2 | $1.1M | Sell |
17,404
-28,842
| -62% | -$1.82M | ﹤0.01% | 1085 |
|
|
2024
Q1 | $3.07M | Sell |
46,246
-12,273
| -21% | -$814K | 0.01% | 645 |
|
|
2023
Q4 | $3.9M | Sell |
58,519
-770
| -1% | -$51.3K | 0.01% | 646 |
|
|
2023
Q3 | $3.09M | Buy |
59,289
+926
| +2% | +$48.3K | 0.01% | 686 |
|
|
2023
Q2 | $2.39M | Buy |
58,363
+12,930
| +28% | +$529K | 0.01% | 762 |
|
|
2023
Q1 | $2.48M | Sell |
45,433
-4,258
| -9% | -$233K | 0.01% | 666 |
|
|
2022
Q4 | $3.42M | Sell |
49,691
-24
| -0% | -$1.65K | 0.02% | 548 |
|
|
2022
Q3 | $3.98M | Sell |
49,715
-273,227
| -85% | -$21.9M | 0.02% | 463 |
|
|
2022
Q2 | $25.6M | Sell |
322,942
-1,029
| -0.3% | -$81.4K | 0.16% | 130 |
|
|
2022
Q1 | $30.9M | Sell |
323,971
-80,155
| -20% | -$7.66M | 0.2% | 122 |
|
|
2021
Q4 | $34.4M | Buy |
404,126
+238
| +0.1% | +$20.2K | 0.24% | 107 |
|
|
2021
Q3 | $31.5M | Buy |
403,888
+193
| +0% | +$15.1K | 0.26% | 99 |
|
|
2021
Q2 | $27.5M | Buy |
403,695
+198
| +0% | +$13.5K | 0.26% | 102 |
|
|
2021
Q1 | $24.8M | Buy |
403,497
+702
| +0.2% | +$43.2K | 0.27% | 100 |
|
|
2020
Q4 | $16.3M | Sell |
402,795
-415
| -0.1% | -$16.8K | 0.22% | 112 |
|
|
2020
Q3 | $14.1M | Sell |
403,210
-10,984
| -3% | -$384K | 0.23% | 111 |
|
|
2020
Q2 | $14M | Buy |
+414,194
| New | +$14M | 0.23% | 112 |
|