Montag & Associates’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 | $465K | Hold |
6,000
| – | – | 0.02% | 312 |
|
|
2025
Q1 | $496K | Hold |
6,000
| – | – | 0.02% | 311 |
|
|
2024
Q4 | $508K | Hold |
6,000
| – | – | 0.02% | 318 |
|
|
2024
Q3 | $483K | Hold |
6,000
| – | – | 0.02% | 325 |
|
|
2024
Q2 | $379K | Hold |
6,000
| – | – | 0.02% | 338 |
|
|
2024
Q1 | $400K | Hold |
6,000
| – | – | 0.02% | 345 |
|
|
2023
Q4 | $402K | Hold |
6,000
| – | – | 0.02% | 322 |
|
|
2023
Q3 | $315K | Hold |
6,000
| – | – | 0.02% | 335 |
|
|
2023
Q2 | $247K | Hold |
6,000
| – | – | 0.02% | 367 |
|
|
2023
Q1 | $329K | Hold |
6,000
| – | – | 0.02% | 325 |
|
|
2022
Q4 | $415K | Hold |
6,000
| – | – | 0.03% | 289 |
|
|
2022
Q3 | $481K | Buy |
+6,000
| New | +$481K | 0.03% | 261 |
|