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