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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.89M | Sell |
39,676
-2,170
| -5% | -$172K | ﹤0.01% | 3164 |
|
|
2025
Q4 | $3M | Buy |
41,846
+21,380
| +104% | +$1.57M | ﹤0.01% | 3015 |
|
|
2025
Q3 | $1.65M | Buy |
20,466
+3,291
| +19% | +$273K | ﹤0.01% | 3495 |
|
|
2025
Q2 | $1.33M | Buy |
17,175
+734
| +4% | +$54.2K | ﹤0.01% | 3492 |
|
|
2025
Q1 | $1.36M | Sell |
16,441
-146
| -0.9% | -$12.7K | ﹤0.01% | 3290 |
|
|
2024
Q4 | $1.41M | Buy |
16,587
+3,610
| +28% | +$321K | ﹤0.01% | 3196 |
|
|
2024
Q3 | $1.04M | Sell |
12,977
-3,029
| -19% | -$230K | ﹤0.01% | 3363 |
|
|
2024
Q2 | $1.01M | Buy |
16,006
+11,973
| +297% | +$739K | ﹤0.01% | 3247 |
|
|
2024
Q1 | $268K | Sell |
4,033
-282
| -7% | -$17.9K | ﹤0.01% | 4293 |
|
|
2023
Q4 | $288K | Buy |
+4,315
| New | +$233K | ﹤0.01% | 4124 |
|
|
2023
Q1 | – | Sell |
-16,490
| Closed | -$1.14M | – | 4572 |
|
|
2022
Q4 | $1.14M | Sell |
16,490
-262
| -2% | -$19.6K | ﹤0.01% | 2542 |
|
|
2022
Q3 | $1.34M | Buy |
16,752
+501
| +3% | +$42.3K | ﹤0.01% | 2313 |
|
|
2022
Q2 | $1.28M | Sell |
16,251
-7,274
| -31% | -$592K | ﹤0.01% | 2373 |
|
|
2022
Q1 | $2.24M | Buy |
23,525
+225
| +1% | +$19.6K | ﹤0.01% | 1976 |
|
|
2021
Q4 | $1.98M | Buy |
23,300
+43
| +0.2% | +$3.51K | ﹤0.01% | 2096 |
|
|
2021
Q3 | $1.81M | Buy |
23,257
+1,319
| +6% | +$94.4K | ﹤0.01% | 2132 |
|
|
2021
Q2 | $1.49M | Buy |
21,938
+837
| +4% | +$55.4K | ﹤0.01% | 2216 |
|
|
2021
Q1 | $1.29M | Buy |
+21,101
| New | +$1.05M | ﹤0.01% | 2174 |
|
|
2018
Q3 | – | Sell |
-6,076
| Closed | -$254K | – | 3299 |
|
|
2018
Q2 | $254K | Sell |
6,076
-6,149
| -50% | -$263K | ﹤0.01% | 2800 |
|
|
2018
Q1 | $499K | Sell |
12,225
-3,700
| -23% | -$155K | ﹤0.01% | 2145 |
|
|
2017
Q4 | $661K | Sell |
15,925
-120
| -0.7% | -$4.88K | ﹤0.01% | 1821 |
|
|
2017
Q3 | $623K | Sell |
16,045
-200
| -1% | -$7.11K | ﹤0.01% | 1780 |
|
|
2017
Q2 | $599K | Buy |
16,245
+8,387
| +107% | +$305K | ﹤0.01% | 1742 |
|
|
2017
Q1 | $279K | Buy |
+7,858
| New | +$308K | ﹤0.01% | 2253 |
|
Other funds holding SFBS
VPM
VCM
WG