Diversified Trust’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 | $1.71M | Buy |
22,086
+3,097
| +16% | +$240K | 0.04% | 263 |
|
|
2025
Q1 | $1.57M | Buy |
18,989
+5,574
| +42% | +$460K | 0.04% | 252 |
|
|
2024
Q4 | $1.14M | Buy |
13,415
+1
| +0% | +$85 | 0.03% | 340 |
|
|
2024
Q3 | $1.08M | Buy |
13,414
+850
| +7% | +$68.4K | 0.03% | 360 |
|
|
2024
Q2 | $794K | Buy |
12,564
+330
| +3% | +$20.9K | 0.02% | 398 |
|
|
2024
Q1 | $812K | Buy |
12,234
+4,187
| +52% | +$278K | 0.02% | 379 |
|
|
2023
Q4 | $536K | Buy |
8,047
+1,609
| +25% | +$107K | 0.02% | 482 |
|
|
2023
Q3 | $336K | Buy |
6,438
+480
| +8% | +$25K | 0.01% | 580 |
|
|
2023
Q2 | $244K | Buy |
5,958
+745
| +14% | +$30.5K | 0.01% | 704 |
|
|
2023
Q1 | $285K | Buy |
+5,213
| New | +$285K | 0.01% | 642 |
|