LIA
Luken Investment Analytics’s ServisFirst Bancshares SFBS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $771K | Buy |
9,951
+378
| +4% | +$29.3K | 0.34% | 32 |
|
2025
Q1 | $791K | Hold |
9,573
| – | – | 0.37% | 30 |
|
2024
Q4 | $811K | Sell |
9,573
-575
| -6% | -$48.7K | 0.38% | 29 |
|
2024
Q3 | $816K | Sell |
10,148
-644
| -6% | -$51.8K | 0.37% | 28 |
|
2024
Q2 | $682K | Buy |
10,792
+1,166
| +12% | +$73.7K | 0.34% | 30 |
|
2024
Q1 | $639K | Hold |
9,626
| – | – | 0.32% | 31 |
|
2023
Q4 | $641K | Hold |
9,626
| – | – | 0.35% | 30 |
|
2023
Q3 | $502K | Sell |
9,626
-500
| -5% | -$26.1K | 0.29% | 30 |
|
2023
Q2 | $414K | Buy |
10,126
+667
| +7% | +$27.3K | 0.23% | 29 |
|
2023
Q1 | $517K | Buy |
9,459
+950
| +11% | +$51.9K | 0.3% | 27 |
|
2022
Q4 | $586K | Buy |
+8,509
| New | +$586K | 0.37% | 24 |
|
2020
Q4 | $302K | Buy |
+7,500
| New | +$302K | 0.22% | 26 |
|