Charles Schwab’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $41.4M | Sell |
534,242
-5,238
| -1% | -$406K | 0.01% | 1217 |
|
2025
Q1 | $44.6M | Buy |
539,480
+18,415
| +4% | +$1.52M | 0.01% | 1152 |
|
2024
Q4 | $44.2M | Buy |
521,065
+29,247
| +6% | +$2.48M | 0.01% | 1220 |
|
2024
Q3 | $39.6M | Buy |
491,818
+43,844
| +10% | +$3.53M | 0.01% | 1283 |
|
2024
Q2 | $28.3M | Buy |
447,974
+30,237
| +7% | +$1.91M | 0.01% | 1454 |
|
2024
Q1 | $27.7M | Buy |
417,737
+14,705
| +4% | +$976K | 0.01% | 1424 |
|
2023
Q4 | $26.9M | Buy |
403,032
+14,739
| +4% | +$982K | 0.01% | 1406 |
|
2023
Q3 | $20.3M | Sell |
388,293
-5,217
| -1% | -$272K | 0.01% | 1505 |
|
2023
Q2 | $16.1M | Buy |
393,510
+7,672
| +2% | +$314K | ﹤0.01% | 1639 |
|
2023
Q1 | $21.1M | Sell |
385,838
-1,152
| -0.3% | -$62.9K | 0.01% | 1435 |
|
2022
Q4 | $26.7M | Buy |
386,990
+7,969
| +2% | +$549K | 0.01% | 1222 |
|
2022
Q3 | $30.3M | Buy |
379,021
+29,948
| +9% | +$2.4M | 0.01% | 1090 |
|
2022
Q2 | $27.5M | Sell |
349,073
-8,265
| -2% | -$652K | 0.01% | 1160 |
|
2022
Q1 | $34.1M | Sell |
357,338
-32,435
| -8% | -$3.09M | 0.01% | 1137 |
|
2021
Q4 | $33.1M | Buy |
389,773
+17,879
| +5% | +$1.52M | 0.01% | 1195 |
|
2021
Q3 | $28.9M | Buy |
371,894
+22,754
| +7% | +$1.77M | 0.01% | 1260 |
|
2021
Q2 | $23.7M | Sell |
349,140
-3,320
| -0.9% | -$226K | 0.01% | 1452 |
|
2021
Q1 | $21.6M | Sell |
352,460
-34,904
| -9% | -$2.14M | 0.01% | 1468 |
|
2020
Q4 | $15.6M | Buy |
387,364
+76,369
| +25% | +$3.08M | 0.01% | 1574 |
|
2020
Q3 | $10.6M | Sell |
310,995
-3,311
| -1% | -$113K | ﹤0.01% | 1650 |
|
2020
Q2 | $11.2M | Buy |
314,306
+23,562
| +8% | +$843K | 0.01% | 1574 |
|
2020
Q1 | $8.53M | Buy |
290,744
+3,945
| +1% | +$116K | 0.01% | 1542 |
|
2019
Q4 | $10.8M | Buy |
286,799
+4,659
| +2% | +$176K | 0.01% | 1633 |
|
2019
Q3 | $9.35M | Buy |
282,140
+9,950
| +4% | +$330K | 0.01% | 1640 |
|
2019
Q2 | $9.33M | Buy |
272,190
+8,239
| +3% | +$282K | 0.01% | 1634 |
|
2019
Q1 | $8.91M | Buy |
263,951
+12,499
| +5% | +$422K | 0.01% | 1670 |
|
2018
Q4 | $8.01M | Sell |
251,452
-811
| -0.3% | -$25.8K | 0.01% | 1604 |
|
2018
Q3 | $9.88M | Buy |
252,263
+11,896
| +5% | +$466K | 0.01% | 1651 |
|
2018
Q2 | $10M | Buy |
240,367
+15,908
| +7% | +$664K | 0.01% | 1603 |
|
2018
Q1 | $9.16M | Buy |
224,459
+7,500
| +3% | +$306K | 0.01% | 1552 |
|
2017
Q4 | $9M | Buy |
216,959
+6,966
| +3% | +$289K | 0.01% | 1549 |
|
2017
Q3 | $8.16M | Buy |
209,993
+10,585
| +5% | +$411K | 0.01% | 1573 |
|
2017
Q2 | $7.36M | Buy |
199,408
+1,723
| +0.9% | +$63.6K | 0.01% | 1561 |
|
2017
Q1 | $7.19M | Buy |
197,685
+21,717
| +12% | +$790K | 0.01% | 1545 |
|
2016
Q4 | $6.59M | Buy |
175,968
+1,832
| +1% | +$68.6K | 0.01% | 1555 |
|
2016
Q3 | $4.52M | Buy |
174,136
+24,532
| +16% | +$637K | 0.01% | 1707 |
|
2016
Q2 | $3.7M | Buy |
149,604
+2,460
| +2% | +$60.8K | ﹤0.01% | 1748 |
|
2016
Q1 | $3.27M | Buy |
147,144
+2,818
| +2% | +$62.6K | ﹤0.01% | 1773 |
|
2015
Q4 | $3.43M | Buy |
144,326
+20,066
| +16% | +$477K | ﹤0.01% | 1757 |
|
2015
Q3 | $2.58M | Buy |
124,260
+63,708
| +105% | +$1.32M | ﹤0.01% | 1918 |
|
2015
Q2 | $1.14M | Buy |
60,552
+45,972
| +315% | +$864K | ﹤0.01% | 2366 |
|
2015
Q1 | $241K | Buy |
14,580
+696
| +5% | +$11.5K | ﹤0.01% | 2907 |
|
2014
Q4 | $229K | Buy |
+13,884
| New | +$229K | ﹤0.01% | 2945 |
|