Cerity Partners’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,418
| Closed | -$275K | – | 2607 |
|
|
2024
Q4 | $275K | Sell |
3,418
-2,053
| -38% | -$165K | ﹤0.01% | 2080 |
|
|
2024
Q3 | $440K | Buy |
+5,471
| New | +$440K | ﹤0.01% | 1840 |
|
|
2024
Q2 | – | Sell |
-3,325
| Closed | -$221K | – | 2391 |
|
|
2024
Q1 | $221K | Buy |
+3,325
| New | +$221K | ﹤0.01% | 2054 |
|