RFG Advisory’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 | $270K | Sell |
3,479
-1,253
| -26% | -$97.1K | 0.01% | 812 |
|
|
2025
Q1 | $391K | Sell |
4,732
-97
| -2% | -$8.01K | 0.01% | 642 |
|
|
2024
Q4 | $409K | Buy |
4,829
+2
| +0% | +$169 | 0.01% | 571 |
|
|
2024
Q3 | $388K | Buy |
4,827
+3
| +0.1% | +$241 | 0.01% | 562 |
|
|
2024
Q2 | $305K | Buy |
4,824
+3
| +0.1% | +$190 | 0.01% | 595 |
|
|
2024
Q1 | $320K | Buy |
4,821
+2
| +0% | +$133 | 0.01% | 597 |
|
|
2023
Q4 | $321K | Buy |
4,819
+3
| +0.1% | +$200 | 0.01% | 538 |
|
|
2023
Q3 | $251K | Buy |
+4,816
| New | +$251K | 0.01% | 552 |
|
|
2023
Q2 | – | Sell |
-4,808
| Closed | -$263K | – | 656 |
|
|
2023
Q1 | $263K | Buy |
4,808
+70
| +1% | +$3.82K | 0.01% | 544 |
|
|
2022
Q4 | $342K | Sell |
4,738
-379
| -7% | -$27.4K | 0.02% | 485 |
|
|
2022
Q3 | $380K | Buy |
5,117
+887
| +21% | +$65.9K | 0.02% | 432 |
|
|
2022
Q2 | $368K | Sell |
4,230
-126
| -3% | -$11K | 0.02% | 416 |
|
|
2022
Q1 | $415K | Hold |
4,356
| – | – | 0.03% | 358 |
|
|
2021
Q4 | $370K | Hold |
4,356
| – | – | 0.03% | 357 |
|
|
2021
Q3 | $339K | Hold |
4,356
| – | – | 0.03% | 329 |
|
|
2021
Q2 | $296K | Hold |
4,356
| – | – | 0.03% | 355 |
|
|
2021
Q1 | $267K | Buy |
+4,356
| New | +$267K | 0.03% | 359 |
|
|
2019
Q3 | – | Sell |
-5,810
| Closed | -$200K | – | 348 |
|
|
2019
Q2 | $200K | Buy |
+5,810
| New | +$200K | 0.05% | 309 |
|
|
2019
Q1 | – | Sell |
-35,876
| Closed | -$1.14M | – | 297 |
|
|
2018
Q4 | $1.14M | Buy |
35,876
+27,281
| +317% | +$869K | 0.28% | 61 |
|
|
2018
Q3 | $336K | Buy |
+8,595
| New | +$336K | 0.09% | 206 |
|