Shaker Investments’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 | – | Sell |
-8,372
| Closed | -$692K | – | 113 |
|
2025
Q1 | $692K | Buy |
+8,372
| New | +$692K | 0.33% | 60 |
|
2023
Q1 | – | Sell |
-9,158
| Closed | -$631K | – | 90 |
|
2022
Q4 | $631K | Hold |
9,158
| – | – | 0.39% | 63 |
|
2022
Q3 | $733K | Buy |
9,158
+30
| +0.3% | +$2.4K | 0.49% | 55 |
|
2022
Q2 | $720K | Buy |
9,128
+16
| +0.2% | +$1.26K | 0.46% | 63 |
|
2022
Q1 | $868K | Buy |
9,112
+12
| +0.1% | +$1.14K | 0.44% | 64 |
|
2021
Q4 | $773K | Buy |
9,100
+44
| +0.5% | +$3.74K | 0.33% | 68 |
|
2021
Q3 | $705K | Buy |
9,056
+36
| +0.4% | +$2.8K | 0.31% | 71 |
|
2021
Q2 | $613K | Buy |
9,020
+12
| +0.1% | +$816 | 0.28% | 69 |
|
2021
Q1 | $552K | Buy |
9,008
+34
| +0.4% | +$2.08K | 0.27% | 71 |
|
2020
Q4 | $362K | Buy |
8,974
+99
| +1% | +$3.99K | 0.18% | 76 |
|
2020
Q3 | $302K | Hold |
8,875
| – | – | 0.15% | 77 |
|
2020
Q2 | $317K | Buy |
+8,875
| New | +$317K | 0.18% | 73 |
|