Principal Financial Group’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 | $82M | Buy |
1,057,557
+679
| +0.1% | +$52.6K | 0.04% | 334 |
|
|
2025
Q1 | $87.3M | Buy |
1,056,878
+3,405
| +0.3% | +$281K | 0.05% | 303 |
|
|
2024
Q4 | $89.3M | Buy |
1,053,473
+15,916
| +2% | +$1.35M | 0.05% | 315 |
|
|
2024
Q3 | $83.5M | Buy |
1,037,557
+108,088
| +12% | +$8.7M | 0.05% | 333 |
|
|
2024
Q2 | $58.7M | Buy |
929,469
+43,125
| +5% | +$2.73M | 0.03% | 394 |
|
|
2024
Q1 | $58.8M | Sell |
886,344
-26,425
| -3% | -$1.75M | 0.03% | 425 |
|
|
2023
Q4 | $60.8M | Sell |
912,769
-32,068
| -3% | -$2.14M | 0.04% | 379 |
|
|
2023
Q3 | $49.3M | Sell |
944,837
-34,635
| -4% | -$1.81M | 0.04% | 413 |
|
|
2023
Q2 | $40.1M | Buy |
979,472
+78,272
| +9% | +$3.2M | 0.03% | 502 |
|
|
2023
Q1 | $49.2M | Buy |
901,200
+113,013
| +14% | +$6.17M | 0.04% | 425 |
|
|
2022
Q4 | $54.3M | Sell |
788,187
-27,652
| -3% | -$1.91M | 0.04% | 379 |
|
|
2022
Q3 | $65.3M | Sell |
815,839
-11,334
| -1% | -$907K | 0.05% | 304 |
|
|
2022
Q2 | $65.3M | Sell |
827,173
-52,824
| -6% | -$4.17M | 0.05% | 319 |
|
|
2022
Q1 | $83.9M | Sell |
879,997
-193,843
| -18% | -$18.5M | 0.05% | 296 |
|
|
2021
Q4 | $90.3M | Sell |
1,073,840
-36,412
| -3% | -$3.06M | 0.05% | 284 |
|
|
2021
Q3 | $86.4M | Sell |
1,110,252
-206,712
| -16% | -$16.1M | 0.06% | 284 |
|
|
2021
Q2 | $89.5M | Sell |
1,316,964
-47,462
| -3% | -$3.23M | 0.06% | 278 |
|
|
2021
Q1 | $83.7M | Sell |
1,364,426
-449,839
| -25% | -$27.6M | 0.06% | 286 |
|
|
2020
Q4 | $73.1M | Sell |
1,814,265
-237,774
| -12% | -$9.58M | 0.05% | 310 |
|
|
2020
Q3 | $69.8M | Buy |
2,052,039
+342,258
| +20% | +$11.6M | 0.06% | 295 |
|
|
2020
Q2 | $61.1M | Buy |
1,709,781
+385,740
| +29% | +$13.8M | 0.05% | 308 |
|
|
2020
Q1 | $38.8M | Buy |
1,324,041
+480,355
| +57% | +$14.1M | 0.04% | 365 |
|
|
2019
Q4 | $31.8M | Buy |
843,686
+455,143
| +117% | +$17.1M | 0.03% | 543 |
|
|
2019
Q3 | $12.9M | Sell |
388,543
-3,057
| -0.8% | -$101K | 0.01% | 1076 |
|
|
2019
Q2 | $13.4M | Buy |
391,600
+546
| +0.1% | +$18.7K | 0.01% | 1063 |
|
|
2019
Q1 | $13.2M | Buy |
391,054
+4,433
| +1% | +$150K | 0.01% | 1054 |
|
|
2018
Q4 | $12.3M | Sell |
386,621
-2,023
| -0.5% | -$64.5K | 0.01% | 1040 |
|
|
2018
Q3 | $15.2M | Buy |
388,644
+18,890
| +5% | +$740K | 0.01% | 1055 |
|
|
2018
Q2 | $15.4M | Buy |
369,754
+2,252
| +0.6% | +$94K | 0.01% | 997 |
|
|
2018
Q1 | $15M | Buy |
367,502
+11,997
| +3% | +$490K | 0.01% | 989 |
|
|
2017
Q4 | $14.8M | Sell |
355,505
-18,612
| -5% | -$772K | 0.01% | 1018 |
|
|
2017
Q3 | $14.5M | Buy |
374,117
+2,051
| +0.6% | +$79.7K | 0.01% | 1007 |
|
|
2017
Q2 | $13.7M | Buy |
372,066
+11,805
| +3% | +$436K | 0.01% | 1017 |
|
|
2017
Q1 | $13.1M | Buy |
360,261
+16,695
| +5% | +$607K | 0.02% | 1027 |
|
|
2016
Q4 | $12.9M | Buy |
343,566
+21,706
| +7% | +$813K | 0.02% | 1014 |
|
|
2016
Q3 | $8.35M | Buy |
321,860
+15,674
| +5% | +$407K | 0.01% | 1223 |
|
|
2016
Q2 | $7.56M | Buy |
+306,186
| New | +$7.56M | 0.01% | 1224 |
|
|
2015
Q4 | – | Sell |
-10,766
| Closed | -$224K | – | 2213 |
|
|
2015
Q3 | $224K | Buy |
+10,766
| New | +$224K | ﹤0.01% | 2005 |
|