Northwestern Mutual Wealth Management’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 | $162K | Buy |
2,094
+125
| +6% | +$9.69K | ﹤0.01% | 1823 |
|
|
2025
Q1 | $163K | Buy |
1,969
+5
| +0.3% | +$413 | ﹤0.01% | 1753 |
|
|
2024
Q4 | $166K | Sell |
1,964
-5,340
| -73% | -$452K | ﹤0.01% | 1731 |
|
|
2024
Q3 | $588K | Buy |
7,304
+12
| +0.2% | +$965 | ﹤0.01% | 1251 |
|
|
2024
Q2 | $461K | Buy |
7,292
+540
| +8% | +$34.1K | ﹤0.01% | 1279 |
|
|
2024
Q1 | $448K | Buy |
6,752
+15
| +0.2% | +$995 | ﹤0.01% | 1281 |
|
|
2023
Q4 | $449K | Buy |
6,737
+4,223
| +168% | +$281K | ﹤0.01% | 1249 |
|
|
2023
Q3 | $131K | Buy |
2,514
+17
| +0.7% | +$887 | ﹤0.01% | 1606 |
|
|
2023
Q2 | $102K | Sell |
2,497
-6,711
| -73% | -$275K | ﹤0.01% | 1706 |
|
|
2023
Q1 | $503K | Buy |
9,208
+4,986
| +118% | +$272K | ﹤0.01% | 1130 |
|
|
2022
Q4 | $291K | Buy |
4,222
+30
| +0.7% | +$2.07K | ﹤0.01% | 1293 |
|
|
2022
Q3 | $335K | Buy |
4,192
+7
| +0.2% | +$559 | ﹤0.01% | 1208 |
|
|
2022
Q2 | $330K | Buy |
4,185
+7
| +0.2% | +$552 | ﹤0.01% | 1219 |
|
|
2022
Q1 | $398K | Buy |
4,178
+1,731
| +71% | +$165K | ﹤0.01% | 1163 |
|
|
2021
Q4 | $208K | Buy |
2,447
+6
| +0.2% | +$510 | ﹤0.01% | 1420 |
|
|
2021
Q3 | $190K | Buy |
2,441
+8
| +0.3% | +$623 | ﹤0.01% | 1365 |
|
|
2021
Q2 | $165K | Sell |
2,433
-332
| -12% | -$22.5K | ﹤0.01% | 1390 |
|
|
2021
Q1 | $170K | Sell |
2,765
-769
| -22% | -$47.3K | ﹤0.01% | 1293 |
|
|
2020
Q4 | $142K | Buy |
3,534
+11
| +0.3% | +$442 | ﹤0.01% | 1272 |
|
|
2020
Q3 | $120K | Buy |
3,523
+13
| +0.4% | +$443 | ﹤0.01% | 1207 |
|
|
2020
Q2 | $126K | Buy |
3,510
+14
| +0.4% | +$503 | ﹤0.01% | 1135 |
|
|
2020
Q1 | $102K | Sell |
3,496
-502
| -13% | -$14.6K | ﹤0.01% | 1107 |
|
|
2019
Q4 | $151K | Buy |
3,998
+11
| +0.3% | +$415 | ﹤0.01% | 1063 |
|
|
2019
Q3 | $132K | Buy |
3,987
+11
| +0.3% | +$364 | ﹤0.01% | 1041 |
|
|
2019
Q2 | $136K | Buy |
3,976
+10
| +0.3% | +$342 | ﹤0.01% | 1009 |
|
|
2019
Q1 | $134K | Buy |
3,966
+10
| +0.3% | +$338 | ﹤0.01% | 986 |
|
|
2018
Q4 | $126K | Buy |
3,956
+276
| +8% | +$8.79K | ﹤0.01% | 928 |
|
|
2018
Q3 | $144K | Buy |
3,680
+6
| +0.2% | +$235 | ﹤0.01% | 922 |
|
|
2018
Q2 | $153K | Buy |
3,674
+3,430
| +1,406% | +$143K | ﹤0.01% | 850 |
|
|
2018
Q1 | $10K | Hold |
244
| – | – | ﹤0.01% | 1761 |
|
|
2017
Q4 | $10K | Buy |
+244
| New | +$10K | ﹤0.01% | 1767 |
|
|
2017
Q3 | – | Sell |
-330
| Closed | -$12K | – | 2252 |
|
|
2017
Q2 | $12K | Hold |
330
| – | – | ﹤0.01% | 1551 |
|
|
2017
Q1 | $12K | Buy |
+330
| New | +$12K | ﹤0.01% | 1493 |
|