Envestnet Asset Management’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 | $11.6M | Sell |
150,032
-14,382
| -9% | -$1.11M | ﹤0.01% | 1633 |
|
|
2025
Q1 | $13.6M | Buy |
164,414
+11,194
| +7% | +$925K | ﹤0.01% | 1449 |
|
|
2024
Q4 | $13M | Buy |
153,220
+6,953
| +5% | +$589K | ﹤0.01% | 1470 |
|
|
2024
Q3 | $11.8M | Buy |
146,267
+13,368
| +10% | +$1.08M | ﹤0.01% | 1522 |
|
|
2024
Q2 | $8.4M | Buy |
132,899
+4,362
| +3% | +$276K | ﹤0.01% | 1672 |
|
|
2024
Q1 | $8.53M | Buy |
128,537
+107,064
| +499% | +$7.1M | ﹤0.01% | 1626 |
|
|
2023
Q4 | $1.43M | Buy |
21,473
+562
| +3% | +$37.4K | ﹤0.01% | 2670 |
|
|
2023
Q3 | $1.09M | Buy |
20,911
+8,903
| +74% | +$464K | ﹤0.01% | 2755 |
|
|
2023
Q2 | $491K | Buy |
12,008
+874
| +8% | +$35.8K | ﹤0.01% | 3222 |
|
|
2023
Q1 | $608K | Sell |
11,134
-630
| -5% | -$34.4K | ﹤0.01% | 3021 |
|
|
2022
Q4 | $811K | Sell |
11,764
-258
| -2% | -$17.8K | ﹤0.01% | 2796 |
|
|
2022
Q3 | $962K | Sell |
12,022
-109
| -0.9% | -$8.72K | ﹤0.01% | 2600 |
|
|
2022
Q2 | $957K | Buy |
12,131
+220
| +2% | +$17.4K | ﹤0.01% | 2627 |
|
|
2022
Q1 | $1.14M | Sell |
11,911
-2,900
| -20% | -$276K | ﹤0.01% | 2574 |
|
|
2021
Q4 | $1.26M | Buy |
14,811
+1,121
| +8% | +$95.2K | ﹤0.01% | 2473 |
|
|
2021
Q3 | $1.07M | Sell |
13,690
-572
| -4% | -$44.5K | ﹤0.01% | 2500 |
|
|
2021
Q2 | $970K | Sell |
14,262
-850
| -6% | -$57.8K | ﹤0.01% | 2552 |
|
|
2021
Q1 | $927K | Sell |
15,112
-1,105
| -7% | -$67.8K | ﹤0.01% | 2445 |
|
|
2020
Q4 | $653K | Buy |
16,217
+1,496
| +10% | +$60.2K | ﹤0.01% | 2516 |
|
|
2020
Q3 | $501K | Buy |
14,721
+2,455
| +20% | +$83.6K | ﹤0.01% | 2459 |
|
|
2020
Q2 | $439K | Buy |
12,266
+3,814
| +45% | +$137K | ﹤0.01% | 2484 |
|
|
2020
Q1 | $248K | Buy |
+8,452
| New | +$248K | ﹤0.01% | 2641 |
|
|
2018
Q1 | – | Sell |
-292
| Closed | -$12K | – | 2944 |
|
|
2017
Q4 | $12K | Hold |
292
| – | – | ﹤0.01% | 2599 |
|
|
2017
Q3 | $11K | Sell |
292
-154
| -35% | -$5.8K | ﹤0.01% | 2585 |
|
|
2017
Q2 | $16K | Sell |
446
-46
| -9% | -$1.65K | ﹤0.01% | 2641 |
|
|
2017
Q1 | $18K | Sell |
492
-1,544
| -76% | -$56.5K | ﹤0.01% | 2689 |
|
|
2016
Q4 | $76K | Buy |
+2,036
| New | +$76K | ﹤0.01% | 2293 |
|
|
2016
Q2 | – | Sell |
-2,038
| Closed | -$45K | – | 3136 |
|
|
2016
Q1 | $45K | Buy |
+2,038
| New | +$45K | ﹤0.01% | 2760 |
|