Mackenzie 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
$239K Hold
3,082
﹤0.01% 1480
2025
Q1
$255K Sell
3,082
-122
-4% -$10.1K ﹤0.01% 1439
2024
Q4
$272K Sell
3,204
-84
-3% -$7.12K ﹤0.01% 1427
2024
Q3
$265K Buy
+3,288
New +$265K ﹤0.01% 1245
2024
Q2
Sell
-3,111
Closed -$206K 1614
2024
Q1
$206K Hold
3,111
﹤0.01% 1333
2023
Q4
$207K Buy
+3,111
New +$207K ﹤0.01% 1319
2023
Q1
Sell
-2,937
Closed -$202K 1600
2022
Q4
$202K Sell
2,937
-144
-5% -$9.92K ﹤0.01% 1243
2022
Q3
$246K Sell
3,081
-260
-8% -$20.8K ﹤0.01% 1165
2022
Q2
$264K Buy
3,341
+560
+20% +$44.3K ﹤0.01% 1148
2022
Q1
$265K Buy
2,781
+67
+2% +$6.38K ﹤0.01% 1172
2021
Q4
$231K Sell
2,714
-214
-7% -$18.2K ﹤0.01% 1270
2021
Q3
$228K Buy
+2,928
New +$228K ﹤0.01% 1258