Creative Planning’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.8M | Buy |
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|
2025
Q2 | $18.8M | Sell |
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|
2025
Q1 | $20.1M | Buy |
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|
2024
Q4 | $5.31M | Buy |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $215K | Sell |
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|
2023
Q4 | $216K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.04M | Buy |
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|
2022
Q1 | $6.09M | Buy |
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|
2021
Q4 | $5.42M | Sell |
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|
2021
Q3 | $6.6M | Sell |
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|
2021
Q2 | $5.77M | Buy |
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|
2021
Q1 | $5.2M | Buy |
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|
2020
Q4 | $3.41M | Hold |
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|
2020
Q3 | $2.88M | Hold |
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|
2020
Q2 | $3.03M | Hold |
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|
2020
Q1 | $2.48M | Hold |
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|
2019
Q4 | $3.19M | Hold |
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|
2019
Q3 | $2.81M | Hold |
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|
2019
Q2 | $2.9M | Buy |
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|
2019
Q1 | $2.84M | Buy |
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