Hillsdale Investment Management’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,000
| Closed | -$620K | – | 634 |
|
|
2022
Q4 | $620K | Hold |
9,000
| – | – | 0.05% | 275 |
|
|
2022
Q3 | $720K | Hold |
9,000
| – | – | 0.07% | 233 |
|
|
2022
Q2 | $710K | Sell |
9,000
-1,000
| -10% | -$78.9K | 0.06% | 243 |
|
|
2022
Q1 | $953K | Hold |
10,000
| – | – | 0.06% | 237 |
|
|
2021
Q4 | $849K | Sell |
10,000
-500
| -5% | -$42.5K | 0.06% | 277 |
|
|
2021
Q3 | $817K | Sell |
10,500
-6,000
| -36% | -$467K | 0.06% | 292 |
|
|
2021
Q2 | $1.12M | Sell |
16,500
-5,500
| -25% | -$374K | 0.09% | 211 |
|
|
2021
Q1 | $1.35M | Sell |
22,000
-1,000
| -4% | -$61.3K | 0.11% | 178 |
|
|
2020
Q4 | $927K | Buy |
23,000
+1,000
| +5% | +$40.3K | 0.09% | 237 |
|
|
2020
Q3 | $749K | Sell |
22,000
-400
| -2% | -$13.6K | 0.07% | 254 |
|
|
2020
Q2 | $801K | Buy |
+22,400
| New | +$801K | 0.07% | 214 |
|