OSAM
O'Shaughnessy Asset Management’s ServisFirst Bancshares SFBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
7,807
+2,583
| +49% | +$200K | ﹤0.01% | 1283 |
|
|
2025
Q1 | $432K | Buy |
5,224
+1,830
| +54% | +$151K | ﹤0.01% | 1391 |
|
|
2024
Q4 | $288K | Buy |
3,394
+126
| +4% | +$10.7K | ﹤0.01% | 1553 |
|
|
2024
Q3 | $273K | Buy |
+3,268
| New | +$273K | ﹤0.01% | 1525 |
|
|
2022
Q2 | – | Sell |
-2,333
| Closed | -$222K | – | 1345 |
|
|
2022
Q1 | $222K | Sell |
2,333
-49
| -2% | -$4.66K | ﹤0.01% | 1036 |
|
|
2021
Q4 | $202K | Sell |
2,382
-5
| -0.2% | -$424 | ﹤0.01% | 1056 |
|
|
2021
Q3 | $186K | Sell |
2,387
-202
| -8% | -$15.7K | ﹤0.01% | 1079 |
|
|
2021
Q2 | $176K | Buy |
2,589
+1,557
| +151% | +$106K | ﹤0.01% | 1089 |
|
|
2021
Q1 | $63K | Buy |
+1,032
| New | +$63K | ﹤0.01% | 1338 |
|
|
2018
Q1 | – | Sell |
-22,038
| Closed | -$915K | – | 992 |
|
|
2017
Q4 | $915K | Sell |
22,038
-24,605
| -53% | -$1.02M | 0.02% | 287 |
|
|
2017
Q3 | $1.81M | Sell |
46,643
-7,021
| -13% | -$273K | 0.04% | 214 |
|
|
2017
Q2 | $1.98M | Sell |
53,664
-3,366
| -6% | -$124K | 0.05% | 217 |
|
|
2017
Q1 | $2.08M | Buy |
57,030
+8,039
| +16% | +$292K | 0.05% | 207 |
|
|
2016
Q4 | $1.83M | Buy |
48,991
+39,820
| +434% | +$1.49M | 0.04% | 218 |
|
|
2016
Q3 | $476K | Sell |
9,171
-4
| -0% | -$208 | 0.01% | 349 |
|
|
2016
Q2 | $453K | Buy |
9,175
+7,067
| +335% | +$349K | 0.01% | 347 |
|
|
2016
Q1 | $93K | Hold |
2,108
| – | – | ﹤0.01% | 549 |
|
|
2015
Q4 | $100K | Buy |
+2,108
| New | +$100K | ﹤0.01% | 557 |
|