Coldstream Capital Management’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 | $321K | Buy |
4,138
+610
| +17% | +$47.3K | 0.01% | 850 |
|
|
2025
Q1 | $291K | Sell |
3,528
-58
| -2% | -$4.79K | 0.01% | 823 |
|
|
2024
Q4 | $304K | Sell |
3,586
-635
| -15% | -$53.8K | 0.01% | 819 |
|
|
2024
Q3 | $340K | Buy |
4,221
+42
| +1% | +$3.38K | 0.01% | 776 |
|
|
2024
Q2 | $264K | Buy |
4,179
+192
| +5% | +$12.1K | 0.01% | 813 |
|
|
2024
Q1 | $265K | Buy |
3,987
+828
| +26% | +$54.9K | 0.01% | 819 |
|
|
2023
Q4 | $210K | Buy |
+3,159
| New | +$210K | 0.01% | 876 |
|