Cedar Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-70,900
| Closed | -$2.85M | – | 239 |
|
|
2024
Q3 | $2.85M | Hold |
70,900
| – | – | 0.89% | 17 |
|
|
2024
Q2 | $2.24M | Sell |
70,900
-4,100
| -5% | -$127K | 0.73% | 21 |
|
|
2024
Q1 | $2.49M | Buy |
75,000
+1,200
| +2% | +$38.2K | 0.82% | 20 |
|
|
2023
Q4 | $2.46M | Buy |
73,800
+1,100
| +2% | +$29.7K | 0.9% | 18 |
|
|
2023
Q3 | $1.9M | Buy |
72,700
+2,000
| +3% | +$52.9K | 0.75% | 23 |
|
|
2023
Q2 | $1.45M | Buy |
70,700
+2,148
| +3% | +$49.6K | 0.56% | 27 |
|
|
2023
Q1 | $1.87M | Hold |
68,552
| – | – | 0.77% | 20 |
|
|
2022
Q4 | $2.36M | Hold |
68,552
| – | – | 1.17% | 14 |
|
|
2022
Q3 | $2.74M | Hold |
68,552
| – | – | 1.36% | 13 |
|
|
2022
Q2 | $2.71M | Hold |
68,552
| – | – | 1.24% | 16 |
|
|
2022
Q1 | $3.27M | Hold |
68,552
| – | – | 1.32% | 15 |
|
|
2021
Q4 | $2.91M | Sell |
68,552
-68
| -0.1% | -$2.77K | 1.18% | 16 |
|
|
2021
Q3 | $2.67M | Hold |
68,620
| – | – | 1.19% | 14 |
|
|
2021
Q2 | $2.33M | Sell |
68,620
-400
| -0.6% | -$13.2K | 1.05% | 17 |
|
|
2021
Q1 | $2.12M | Sell |
69,020
-2,000
| -3% | -$49.7K | 1.05% | 18 |
|
|
2020
Q4 | $1.43M | Sell |
71,020
-10,600
| -13% | -$205K | 0.77% | 24 |
|
|
2020
Q3 | $1.39M | Sell |
81,620
-100
| -0.1% | -$1.8K | 0.86% | 19 |
|
|
2020
Q2 | $1.46M | Hold |
81,720
| – | – | 0.99% | 15 |
|
|
2020
Q1 | $1.2M | Buy |
81,720
+600
| +0.7% | +$10.5K | 0.81% | 19 |
|
|
2019
Q4 | $1.53M | Sell |
81,120
-200
| -0.2% | -$3.58K | 0.9% | 11 |
|
|
2019
Q3 | $1.35M | Hold |
81,320
| – | – | 0.9% | 13 |
|
|
2019
Q2 | $1.39M | Hold |
81,320
| – | – | 0.9% | 12 |
|
|
2019
Q1 | $1.37M | Hold |
81,320
| – | – | 0.86% | 11 |
|
|
2018
Q4 | $1.3M | Buy |
81,320
+200
| +0.2% | +$3.6K | 0.93% | 11 |
|
|
2018
Q3 | $1.59M | Hold |
81,120
| – | – | 0.83% | 9 |
|
|
2018
Q2 | $1.69M | Hold |
81,120
| – | – | 0.95% | 9 |
|
|
2018
Q1 | $1.66M | Hold |
81,120
| – | – | 1.02% | 9 |
|
|
2017
Q4 | $1.68M | Sell |
81,120
-2,000
| -2% | -$40.6K | 1% | 10 |
|
|
2017
Q3 | $1.61M | Hold |
83,120
| – | – | 0.96% | 9 |
|
|
2017
Q2 | $1.53M | Hold |
83,120
| – | – | 1% | 9 |
|
|
2017
Q1 | $1.51M | Sell |
83,120
-2,000
| -2% | -$39.2K | 0.93% | 8 |
|
|
2016
Q4 | $1.59M | Sell |
85,120
-400
| -0.5% | -$6.34K | 1.09% | 8 |
|
|
2016
Q3 | $1.11M | Hold |
85,520
| – | – | 0.76% | 9 |
|
|
2016
Q2 | $1.06M | Hold |
85,520
| – | – | 0.67% | 8 |
|
|
2016
Q1 | $949K | Buy |
+85,520
| New | +$834K | 0.65% | 8 |
|
Other funds holding SFBS
CIP
WG
SIG
Cedar Wealth Management's SFBS Position: Q4 2024 in Review
Cedar Wealth Management sold out of ServisFirst Bancshares (SFBS) in Q4 2024, closing a stake of 70,900 shares — an estimated $2.85M sold.
Cedar Wealth Management first reported a position in SFBS in Q1 2016 and held it in 35 quarters. The position peaked at $3.27M in Q1 2022. 292 funds tracked by Wall St. Rank hold SFBS as of Q4 2024.
- Cedar Wealth Management reported no remaining ServisFirst Bancshares position as of Q4 2024 after selling out during the quarter.
- Cedar Wealth Management sold 70,900 ServisFirst Bancshares shares in Q4 2024, an estimated $2.85M.
- Cedar Wealth Management first reported a position in ServisFirst Bancshares in Q1 2016 and held it in 35 quarters.
- Cedar Wealth Management's ServisFirst Bancshares position peaked at $3.27M in Q1 2022.
- 292 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2024.
Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.