Pathstone Family Office’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $343K | Buy |
6,573
+559
| +9% | +$29.2K | ﹤0.01% | 1223 |
|
|
2023
Q2 | $235K | Buy |
6,014
+40
| +0.7% | +$1.56K | ﹤0.01% | 1078 |
|
|
2023
Q1 | $331K | Sell |
5,974
-8,208
| -58% | -$455K | 0.01% | 871 |
|
|
2022
Q4 | $912K | Buy |
14,182
+7
| +0% | +$450 | 0.01% | 830 |
|
|
2022
Q3 | $1.13M | Buy |
14,175
+7,656
| +117% | +$612K | 0.01% | 670 |
|
|
2022
Q2 | $514K | Buy |
+6,519
| New | +$514K | 0.01% | 564 |
|