Mayfair Advisory Group’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,685
| Closed | -$304K | – | 139 |
|
|
2023
Q3 | $304K | Sell |
5,685
-3,609
| -39% | -$193K | 0.29% | 79 |
|
|
2023
Q2 | $383K | Sell |
9,294
-10,500
| -53% | -$433K | 0.38% | 62 |
|
|
2023
Q1 | $1,000K | Sell |
19,794
-2,599
| -12% | -$131K | 1.08% | 24 |
|
|
2022
Q4 | $1.53M | Sell |
22,393
-2,466
| -10% | -$168K | 1.95% | 11 |
|
|
2022
Q3 | $2.04M | Sell |
24,859
-2,550
| -9% | -$209K | 2.88% | 6 |
|
|
2022
Q2 | $2.34M | Sell |
27,409
-2,362
| -8% | -$202K | 3.08% | 5 |
|
|
2022
Q1 | $2.84M | Sell |
29,771
-2,541
| -8% | -$243K | 3.64% | 5 |
|
|
2021
Q4 | $2.77M | Buy |
32,312
+8
| +0% | +$687 | 3.68% | 5 |
|
|
2021
Q3 | $2.54M | Sell |
32,304
-610
| -2% | -$48K | 3.9% | 5 |
|
|
2021
Q2 | $2.24M | Sell |
32,914
-89
| -0.3% | -$6.05K | 3.54% | 5 |
|
|
2021
Q1 | $2.03M | Sell |
33,003
-2,055
| -6% | -$127K | 3.64% | 6 |
|
|
2020
Q4 | $1.41M | Sell |
35,058
-10,751
| -23% | -$433K | 2.76% | 6 |
|
|
2020
Q3 | $1.56M | Sell |
45,809
-4,974
| -10% | -$169K | 4.02% | 6 |
|
|
2020
Q2 | $1.82M | Sell |
50,783
-8,779
| -15% | -$314K | 5.86% | 5 |
|
|
2020
Q1 | $1.75M | Sell |
59,562
-2,482
| -4% | -$72.8K | 7.92% | 4 |
|
|
2019
Q4 | $2.34M | Buy |
+62,044
| New | +$2.34M | 7.18% | 2 |
|