Sheets Smith Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-15,107
| Closed | -$630K | – | 347 |
|
|
2018
Q2 | $630K | Buy |
15,107
+91
| +0.6% | +$3.8K | 0.15% | 163 |
|
|
2018
Q1 | $613K | Sell |
15,016
-798
| -5% | -$32.6K | 0.15% | 167 |
|
|
2017
Q4 | $656K | Buy |
15,814
+317
| +2% | +$13.2K | 0.15% | 163 |
|
|
2017
Q3 | $602K | Buy |
15,497
+223
| +1% | +$8.66K | 0.15% | 167 |
|
|
2017
Q2 | $563K | Sell |
15,274
-642
| -4% | -$23.7K | 0.15% | 162 |
|
|
2017
Q1 | $579K | Sell |
15,916
-228
| -1% | -$8.29K | 0.15% | 169 |
|
|
2016
Q4 | $604K | Sell |
16,144
-976
| -6% | -$36.5K | 0.17% | 161 |
|
|
2016
Q3 | $444K | Sell |
17,120
-776
| -4% | -$20.1K | 0.13% | 185 |
|
|
2016
Q2 | $442K | Buy |
+17,896
| New | +$442K | 0.13% | 180 |
|