Mackenzie 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	–	Sell	-3,234	Closed	-$234K	–	1718
2025 Q4	$234K	Buy	3,234 +152	+5%	+$11.2K	﹤0.01%	1481
2025 Q3	$248K	Hold	3,082	–	–	﹤0.01%	1478
2025 Q2	$239K	Hold	3,082	–	–	﹤0.01%	1480
2025 Q1	$255K	Sell	3,082 -122	-4%	-$10.6K	﹤0.01%	1439
2024 Q4	$272K	Sell	3,204 -84	-3%	-$7.46K	﹤0.01%	1427
2024 Q3	$265K	Buy	+3,288	New	+$250K	﹤0.01%	1245
2024 Q2	–	Sell	-3,111	Closed	-$206K	–	1617
2024 Q1	$206K	Hold	3,111	–	–	﹤0.01%	1336
2023 Q4	$207K	Buy	+3,111	New	+$168K	﹤0.01%	1319
2023 Q1	–	Sell	-2,937	Closed	-$202K	–	1601
2022 Q4	$202K	Sell	2,937 -144	-5%	-$10.8K	﹤0.01%	1244
2022 Q3	$246K	Sell	3,081 -260	-8%	-$21.9K	﹤0.01%	1166
2022 Q2	$264K	Buy	3,341 +560	+20%	+$45.6K	﹤0.01%	1148
2022 Q1	$265K	Buy	2,781 +67	+2%	+$5.85K	﹤0.01%	1172
2021 Q4	$231K	Sell	2,714 -214	-7%	-$17.4K	﹤0.01%	1270
2021 Q3	$228K	Buy	+2,928	New	+$210K	﹤0.01%	1258