Cresset Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.43M Sell
31,310
-241
-0.8% -$18.7K 0.01% 494
2025
Q1
$2.61M Sell
31,551
-6
-0% -$496 0.01% 458
2024
Q4
$2.67M Sell
31,557
-1,077
-3% -$91.3K 0.01% 460
2024
Q3
$2.63M Buy
32,634
+178
+0.5% +$14.3K 0.01% 658
2024
Q2
$2.05M Sell
32,456
-193
-0.6% -$12.2K 0.01% 689
2024
Q1
$2.18M Sell
32,649
-215
-0.7% -$14.3K 0.01% 594
2023
Q4
$2.2M Buy
32,864
+2
+0% +$134 0.01% 542
2023
Q3
$1.72M Sell
32,862
-61
-0.2% -$3.2K 0.01% 579
2023
Q2
$1.36M Buy
+32,923
New +$1.36M ﹤0.01% 671
2019
Q2
Sell
-87
Closed -$3K 1473
2019
Q1
$3K Hold
87
﹤0.01% 1549
2018
Q4
$3K Buy
+87
New +$3K ﹤0.01% 1214