Concourse Financial Group Securities’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 |
-400
| Closed | -$35.7K | – | 6912 |
|
|
2024
Q4 | $35.7K | Hold |
400
| – | – | ﹤0.01% | 1339 |
|
|
2024
Q3 | $32.2K | Hold |
400
| – | – | ﹤0.01% | 1353 |
|
|
2024
Q2 | $25.3K | Hold |
400
| – | – | ﹤0.01% | 1443 |
|
|
2024
Q1 | $26.7K | Hold |
400
| – | – | ﹤0.01% | 1421 |
|
|
2023
Q4 | $26.8K | Hold |
400
| – | – | ﹤0.01% | 1386 |
|
|
2023
Q3 | $21K | Hold |
400
| – | – | ﹤0.01% | 1421 |
|
|
2023
Q2 | $16.5K | Hold |
400
| – | – | ﹤0.01% | 1505 |
|
|
2023
Q1 | $22K | Buy |
+400
| New | +$22K | ﹤0.01% | 1430 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6806 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6627 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6563 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6439 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6373 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6177 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5965 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5761 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5595 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5381 |
|
|
2020
Q2 | – | Sell |
-229
| Closed | -$7K | – | 5243 |
|
|
2020
Q1 | $7K | Sell |
229
-599
| -72% | -$18.3K | ﹤0.01% | 1569 |
|
|
2019
Q4 | $31K | Buy |
+828
| New | +$31K | ﹤0.01% | 1116 |
|
|
2019
Q3 | – | Sell |
-826
| Closed | -$28K | – | 4942 |
|
|
2019
Q2 | $28K | Buy |
826
+1
| +0.1% | +$34 | ﹤0.01% | 1111 |
|
|
2019
Q1 | $27K | Sell |
825
-69,063
| -99% | -$2.26M | ﹤0.01% | 1136 |
|
|
2018
Q4 | $2.23M | Buy |
+69,888
| New | +$2.23M | 0.27% | 74 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4658 |
|