Raymond James Trust’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $390K | Buy |
4,853
+263
| +6% | +$21.2K | 0.01% | 907 |
|
|
2024
Q2 | $290K | Sell |
4,590
-132
| -3% | -$8.34K | 0.01% | 998 |
|
|
2024
Q1 | $313K | Sell |
4,722
-181
| -4% | -$12K | 0.01% | 945 |
|
|
2023
Q4 | $327K | Buy |
4,903
+148
| +3% | +$9.86K | 0.01% | 885 |
|
|
2023
Q3 | $248K | Buy |
+4,755
| New | +$248K | 0.01% | 976 |
|
|
2023
Q1 | – | Sell |
-3,567
| Closed | -$246K | – | 1189 |
|
|
2022
Q4 | $246K | Sell |
3,567
-162
| -4% | -$11.2K | 0.01% | 938 |
|
|
2022
Q3 | $298K | Buy |
3,729
+664
| +22% | +$53.1K | 0.01% | 792 |
|
|
2022
Q2 | $242K | Sell |
3,065
-21
| -0.7% | -$1.66K | 0.01% | 915 |
|
|
2022
Q1 | $294K | Sell |
3,086
-548
| -15% | -$52.2K | 0.01% | 892 |
|
|
2021
Q4 | $309K | Sell |
3,634
-317
| -8% | -$27K | 0.01% | 889 |
|
|
2021
Q3 | $307K | Sell |
3,951
-175
| -4% | -$13.6K | 0.01% | 848 |
|
|
2021
Q2 | $281K | Buy |
+4,126
| New | +$281K | 0.01% | 887 |
|