Creative Planning’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 | $18.8M | Sell |
243,047
-91
| -0% | -$7.05K | 0.02% | 352 |
|
|
2025
Q1 | $20.1M | Buy |
243,138
+180,454
| +288% | +$14.9M | 0.02% | 325 |
|
|
2024
Q4 | $5.31M | Buy |
62,684
+59,301
| +1,753% | +$5.03M | 0.01% | 641 |
|
|
2024
Q3 | $272K | Buy |
3,383
+205
| +6% | +$16.5K | ﹤0.01% | 2601 |
|
|
2024
Q2 | $201K | Sell |
3,178
-58
| -2% | -$3.67K | ﹤0.01% | 2656 |
|
|
2024
Q1 | $215K | Sell |
3,236
-9
| -0.3% | -$597 | ﹤0.01% | 2510 |
|
|
2023
Q4 | $216K | Buy |
+3,245
| New | +$216K | ﹤0.01% | 2347 |
|
|
2022
Q3 | – | Sell |
-63,891
| Closed | -$5.04M | – | 2319 |
|
|
2022
Q2 | $5.04M | Buy |
63,891
+11
| +0% | +$868 | 0.01% | 447 |
|
|
2022
Q1 | $6.09M | Buy |
63,880
+24
| +0% | +$2.29K | 0.01% | 413 |
|
|
2021
Q4 | $5.42M | Sell |
63,856
-20,961
| -25% | -$1.78M | 0.01% | 403 |
|
|
2021
Q3 | $6.6M | Sell |
84,817
-1
| -0% | -$78 | 0.01% | 351 |
|
|
2021
Q2 | $5.77M | Buy |
84,818
+1
| +0% | +$68 | 0.01% | 368 |
|
|
2021
Q1 | $5.2M | Buy |
84,817
+177
| +0.2% | +$10.9K | 0.01% | 406 |
|
|
2020
Q4 | $3.41M | Hold |
84,640
| – | – | 0.01% | 468 |
|
|
2020
Q3 | $2.88M | Hold |
84,640
| – | – | 0.01% | 441 |
|
|
2020
Q2 | $3.03M | Hold |
84,640
| – | – | 0.01% | 373 |
|
|
2020
Q1 | $2.48M | Hold |
84,640
| – | – | 0.01% | 369 |
|
|
2019
Q4 | $3.19M | Hold |
84,640
| – | – | 0.01% | 387 |
|
|
2019
Q3 | $2.81M | Hold |
84,640
| – | – | 0.01% | 407 |
|
|
2019
Q2 | $2.9M | Buy |
84,640
+640
| +0.8% | +$21.9K | 0.01% | 393 |
|
|
2019
Q1 | $2.84M | Buy |
+84,000
| New | +$2.84M | 0.01% | 374 |
|