First Trust Advisors’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 | $25.3M | Buy |
326,702
+228,187
| +232% | +$17.7M | 0.02% | 828 |
|
|
2025
Q1 | $8.14M | Sell |
98,515
-11,661
| -11% | -$963K | 0.01% | 1120 |
|
|
2024
Q4 | $9.34M | Buy |
110,176
+26,146
| +31% | +$2.22M | 0.01% | 1079 |
|
|
2024
Q3 | $6.76M | Buy |
84,030
+22,256
| +36% | +$1.79M | 0.01% | 1189 |
|
|
2024
Q2 | $3.9M | Buy |
61,774
+39,509
| +177% | +$2.5M | ﹤0.01% | 1395 |
|
|
2024
Q1 | $1.48M | Sell |
22,265
-2,073
| -9% | -$138K | ﹤0.01% | 1854 |
|
|
2023
Q4 | $1.62M | Sell |
24,338
-45,774
| -65% | -$3.05M | ﹤0.01% | 1807 |
|
|
2023
Q3 | $3.66M | Buy |
70,112
+17,096
| +32% | +$892K | ﹤0.01% | 1392 |
|
|
2023
Q2 | $2.17M | Buy |
53,016
+21,211
| +67% | +$868K | ﹤0.01% | 1657 |
|
|
2023
Q1 | $1.74M | Sell |
31,805
-31,516
| -50% | -$1.72M | ﹤0.01% | 1746 |
|
|
2022
Q4 | $4.36M | Sell |
63,321
-7,262
| -10% | -$500K | 0.01% | 1264 |
|
|
2022
Q3 | $5.65M | Sell |
70,583
-24,465
| -26% | -$1.96M | 0.01% | 1142 |
|
|
2022
Q2 | $7.5M | Buy |
95,048
+6,278
| +7% | +$495K | 0.01% | 1058 |
|
|
2022
Q1 | $8.46M | Sell |
88,770
-16,953
| -16% | -$1.62M | 0.01% | 1102 |
|
|
2021
Q4 | $8.98M | Sell |
105,723
-9,775
| -8% | -$830K | 0.01% | 1099 |
|
|
2021
Q3 | $8.99M | Sell |
115,498
-13,316
| -10% | -$1.04M | 0.01% | 1036 |
|
|
2021
Q2 | $8.76M | Buy |
128,814
+15,099
| +13% | +$1.03M | 0.01% | 1041 |
|
|
2021
Q1 | $6.97M | Sell |
113,715
-1,314
| -1% | -$80.6K | 0.01% | 1072 |
|
|
2020
Q4 | $4.64M | Sell |
115,029
-13,639
| -11% | -$550K | 0.01% | 1117 |
|
|
2020
Q3 | $4.38M | Sell |
128,668
-16,851
| -12% | -$573K | 0.01% | 1008 |
|
|
2020
Q2 | $5.2M | Buy |
145,519
+66,884
| +85% | +$2.39M | 0.01% | 969 |
|
|
2020
Q1 | $2.31M | Buy |
78,635
+8,469
| +12% | +$248K | 0.01% | 1207 |
|
|
2019
Q4 | $2.64M | Buy |
70,166
+5,743
| +9% | +$216K | ﹤0.01% | 1415 |
|
|
2019
Q3 | $2.14M | Buy |
64,423
+13,836
| +27% | +$459K | ﹤0.01% | 1496 |
|
|
2019
Q2 | $1.73M | Sell |
50,587
-29,799
| -37% | -$1.02M | ﹤0.01% | 1637 |
|
|
2019
Q1 | $2.71M | Buy |
80,386
+10,667
| +15% | +$360K | 0.01% | 1375 |
|
|
2018
Q4 | $2.22M | Sell |
69,719
-48,483
| -41% | -$1.55M | 0.01% | 1413 |
|
|
2018
Q3 | $4.63M | Buy |
118,202
+4,858
| +4% | +$190K | 0.01% | 1188 |
|
|
2018
Q2 | $4.73M | Buy |
113,344
+18,008
| +19% | +$751K | 0.01% | 1123 |
|
|
2018
Q1 | $3.89M | Sell |
95,336
-13,746
| -13% | -$561K | 0.01% | 1095 |
|
|
2017
Q4 | $4.53M | Sell |
109,082
-2,968
| -3% | -$123K | 0.01% | 1055 |
|
|
2017
Q3 | $4.35M | Sell |
112,050
-26,036
| -19% | -$1.01M | 0.01% | 1080 |
|
|
2017
Q2 | $5.09M | Sell |
138,086
-37,619
| -21% | -$1.39M | 0.01% | 1015 |
|
|
2017
Q1 | $6.39M | Buy |
175,705
+53,310
| +44% | +$1.94M | 0.02% | 943 |
|
|
2016
Q4 | $4.58M | Buy |
122,395
+15,381
| +14% | +$576K | 0.01% | 1035 |
|
|
2016
Q3 | $2.78M | Buy |
107,014
+10,200
| +11% | +$265K | 0.01% | 1177 |
|
|
2016
Q2 | $2.39M | Buy |
96,814
+46,744
| +93% | +$1.15M | 0.01% | 1214 |
|
|
2016
Q1 | $1.11M | Sell |
50,070
-12,794
| -20% | -$284K | ﹤0.01% | 1626 |
|
|
2015
Q4 | $1.49M | Buy |
62,864
+30,406
| +94% | +$723K | ﹤0.01% | 1566 |
|
|
2015
Q3 | $674K | Buy |
32,458
+10,326
| +47% | +$214K | ﹤0.01% | 1864 |
|
|
2015
Q2 | $416K | Buy |
22,132
+68
| +0.3% | +$1.28K | ﹤0.01% | 2023 |
|
|
2015
Q1 | $364K | Sell |
22,064
-10,612
| -32% | -$175K | ﹤0.01% | 2028 |
|
|
2014
Q4 | $538K | Buy |
+32,676
| New | +$538K | ﹤0.01% | 1960 |
|