LPL Financial’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 | $1.33M | Buy |
17,175
+734
| +4% | +$56.9K | ﹤0.01% | 3464 |
|
|
2025
Q1 | $1.36M | Sell |
16,441
-146
| -0.9% | -$12.1K | ﹤0.01% | 3261 |
|
|
2024
Q4 | $1.41M | Buy |
16,587
+3,610
| +28% | +$306K | ﹤0.01% | 3174 |
|
|
2024
Q3 | $1.04M | Sell |
12,977
-3,029
| -19% | -$244K | ﹤0.01% | 3318 |
|
|
2024
Q2 | $1.01M | Buy |
16,006
+11,973
| +297% | +$757K | ﹤0.01% | 3206 |
|
|
2024
Q1 | $268K | Sell |
4,033
-282
| -7% | -$18.7K | ﹤0.01% | 4227 |
|
|
2023
Q4 | $288K | Buy |
+4,315
| New | +$288K | ﹤0.01% | 4067 |
|
|
2023
Q1 | – | Sell |
-16,490
| Closed | -$1.14M | – | 4537 |
|
|
2022
Q4 | $1.14M | Sell |
16,490
-262
| -2% | -$18.1K | ﹤0.01% | 2537 |
|
|
2022
Q3 | $1.34M | Buy |
16,752
+501
| +3% | +$40.1K | ﹤0.01% | 2310 |
|
|
2022
Q2 | $1.28M | Sell |
16,251
-7,274
| -31% | -$574K | ﹤0.01% | 2368 |
|
|
2022
Q1 | $2.24M | Buy |
23,525
+225
| +1% | +$21.4K | ﹤0.01% | 1971 |
|
|
2021
Q4 | $1.98M | Buy |
23,300
+43
| +0.2% | +$3.65K | ﹤0.01% | 2089 |
|
|
2021
Q3 | $1.81M | Buy |
23,257
+1,319
| +6% | +$103K | ﹤0.01% | 2123 |
|
|
2021
Q2 | $1.49M | Buy |
21,938
+837
| +4% | +$56.9K | ﹤0.01% | 2210 |
|
|
2021
Q1 | $1.29M | Buy |
+21,101
| New | +$1.29M | ﹤0.01% | 2170 |
|
|
2018
Q3 | – | Sell |
-6,076
| Closed | -$254K | – | 3278 |
|
|
2018
Q2 | $254K | Sell |
6,076
-6,149
| -50% | -$257K | ﹤0.01% | 2782 |
|
|
2018
Q1 | $499K | Sell |
12,225
-3,700
| -23% | -$151K | ﹤0.01% | 2129 |
|
|
2017
Q4 | $661K | Sell |
15,925
-120
| -0.7% | -$4.98K | ﹤0.01% | 1809 |
|
|
2017
Q3 | $623K | Sell |
16,045
-200
| -1% | -$7.77K | ﹤0.01% | 1772 |
|
|
2017
Q2 | $599K | Buy |
16,245
+8,387
| +107% | +$309K | ﹤0.01% | 1737 |
|
|
2017
Q1 | $279K | Buy |
+7,858
| New | +$279K | ﹤0.01% | 2253 |
|