Linscomb Wealth’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 |
-24,338
| Closed | -$1.68M | – | 311 |
|
|
2022
Q4 | $1.68M | Buy |
+24,338
| New | +$1.68M | 0.09% | 142 |
|
|
2022
Q2 | – | Sell |
-24,338
| Closed | -$2.32M | – | 320 |
|
|
2022
Q1 | $2.32M | Hold |
24,338
| – | – | 0.11% | 125 |
|
|
2021
Q4 | $2.07M | Hold |
24,338
| – | – | 0.1% | 129 |
|
|
2021
Q3 | $1.89M | Hold |
24,338
| – | – | 0.1% | 130 |
|
|
2021
Q2 | $1.65M | Sell |
24,338
-824
| -3% | -$56K | 0.08% | 135 |
|
|
2021
Q1 | $1.54M | Hold |
25,162
| – | – | 0.08% | 137 |
|
|
2020
Q4 | $1.01M | Sell |
25,162
-142
| -0.6% | -$5.72K | 0.06% | 156 |
|
|
2020
Q3 | $861K | Sell |
25,304
-2,570
| -9% | -$87.4K | 0.06% | 156 |
|
|
2020
Q2 | $997K | Hold |
27,874
| – | – | 0.07% | 142 |
|
|
2020
Q1 | $817K | Hold |
27,874
| – | – | 0.07% | 172 |
|
|
2019
Q4 | $1.05M | Hold |
27,874
| – | – | 0.07% | 206 |
|
|
2019
Q3 | $924K | Hold |
27,874
| – | – | 0.07% | 132 |
|
|
2019
Q2 | $955K | Hold |
27,874
| – | – | 0.08% | 127 |
|
|
2019
Q1 | $941K | Hold |
27,874
| – | – | 0.08% | 126 |
|
|
2018
Q4 | $888K | Hold |
27,874
| – | – | 0.08% | 119 |
|
|
2018
Q3 | $1.09M | Hold |
27,874
| – | – | 0.09% | 108 |
|
|
2018
Q2 | $1.16M | Hold |
27,874
| – | – | 0.1% | 106 |
|
|
2018
Q1 | $1.14M | Hold |
27,874
| – | – | 0.1% | 102 |
|
|
2017
Q4 | $1.16M | Hold |
27,874
| – | – | 0.1% | 106 |
|
|
2017
Q3 | $1.08M | Buy |
+27,874
| New | +$1.08M | 0.09% | 104 |
|