Orion Portfolio Solutions’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $391K | Sell |
4,739
-136
| -3% | -$11.2K | ﹤0.01% | 1513 |
|
|
2024
Q4 | $413K | Sell |
4,875
-694
| -12% | -$58.8K | ﹤0.01% | 1416 |
|
|
2024
Q3 | $448K | Buy |
5,569
+128
| +2% | +$10.3K | ﹤0.01% | 1375 |
|
|
2024
Q2 | $344K | Buy |
5,441
+376
| +7% | +$23.8K | ﹤0.01% | 1413 |
|
|
2024
Q1 | $336K | Sell |
5,065
-101
| -2% | -$6.7K | ﹤0.01% | 1416 |
|
|
2023
Q4 | $335K | Sell |
5,166
-253
| -5% | -$16.4K | ﹤0.01% | 1365 |
|
|
2023
Q3 | $283K | Sell |
5,419
-420
| -7% | -$21.9K | ﹤0.01% | 1412 |
|
|
2023
Q2 | $239K | Buy |
5,839
+110
| +2% | +$4.5K | ﹤0.01% | 1498 |
|
|
2023
Q1 | $313K | Buy |
+5,729
| New | +$313K | ﹤0.01% | 1331 |
|