Osaic Holdings’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $879K | Buy |
12,066
+49
| +0.4% | +$3.88K | ﹤0.01% | 2833 |
|
|
2025
Q4 | $863K | Buy |
12,017
+89
| +0.7% | +$6.53K | ﹤0.01% | 2841 |
|
|
2025
Q3 | $1.01M | Sell |
11,928
-3,871
| -25% | -$321K | ﹤0.01% | 2784 |
|
|
2025
Q2 | $1.22M | Buy |
15,799
+9,219
| +140% | +$681K | ﹤0.01% | 2345 |
|
|
2025
Q1 | $544K | Sell |
6,580
-1,572
| -19% | -$137K | ﹤0.01% | 2786 |
|
|
2024
Q4 | $691K | Buy |
8,152
+8,021
| +6,123% | +$712K | ﹤0.01% | 2496 |
|
|
2024
Q3 | $10.5K | Sell |
131
-4
| -3% | -$304 | ﹤0.01% | 5786 |
|
|
2024
Q2 | $8.53K | Sell |
135
-8,048
| -98% | -$497K | ﹤0.01% | 5884 |
|
|
2024
Q1 | $543K | Sell |
8,183
-2,005
| -20% | -$128K | ﹤0.01% | 2868 |
|
|
2023
Q4 | $679K | Sell |
10,188
-18,626
| -65% | -$1.01M | ﹤0.01% | 2892 |
|
|
2023
Q3 | $1.5M | Buy |
28,814
+2,633
| +10% | +$139K | ﹤0.01% | 2255 |
|
|
2023
Q2 | $1.07M | Sell |
26,181
-1,909
| -7% | -$88.2K | ﹤0.01% | 2456 |
|
|
2023
Q1 | $1.53M | Buy |
28,090
+15,342
| +120% | +$1.03M | ﹤0.01% | 2060 |
|
|
2022
Q4 | $879K | Buy |
12,748
+10,377
| +438% | +$775K | ﹤0.01% | 2489 |
|
|
2022
Q3 | $189K | Buy |
2,371
+160
| +7% | +$13.5K | ﹤0.01% | 3798 |
|
|
2022
Q2 | $175K | Sell |
2,211
-246
| -10% | -$20K | ﹤0.01% | 3929 |
|
|
2022
Q1 | $253K | Buy |
2,457
+1,288
| +110% | +$112K | ﹤0.01% | 3824 |
|
|
2021
Q4 | $99K | Buy |
1,169
+267
| +30% | +$21.8K | ﹤0.01% | 4611 |
|
|
2021
Q3 | $71K | Sell |
902
-136
| -13% | -$9.73K | ﹤0.01% | 4827 |
|
|
2021
Q2 | $70K | Sell |
1,038
-24,590
| -96% | -$1.63M | ﹤0.01% | 4786 |
|
|
2021
Q1 | $1.57M | Buy |
25,628
+23,608
| +1,169% | +$1.17M | ﹤0.01% | 1833 |
|
|
2020
Q4 | $82K | Buy |
2,020
+23
| +1% | +$891 | ﹤0.01% | 4199 |
|
|
2020
Q3 | $70K | Sell |
1,997
-34,693
| -95% | -$1.25M | ﹤0.01% | 4075 |
|
|
2020
Q2 | $1.31M | Sell |
36,690
-1,605
| -4% | -$53K | ﹤0.01% | 1539 |
|
|
2020
Q1 | $1.12M | Buy |
+38,295
| New | +$1.34M | ﹤0.01% | 1459 |
|
Other funds holding SFBS
VPM
VCM
WG