LPL Financial’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.65M | Buy |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $1.81M | Buy |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $1.29M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $254K | Sell |
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|
2018
Q1 | $499K | Sell |
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|
2017
Q4 | $661K | Sell |
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|
2017
Q3 | $623K | Sell |
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|
2017
Q2 | $599K | Buy |
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|
2017
Q1 | $279K | Buy |
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