Shelton Capital Management’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,052
| Closed | -$210K | – | 754 |
|
|
2022
Q4 | $210K | Hold |
3,052
| – | – | 0.02% | 621 |
|
|
2022
Q3 | $244K | Sell |
3,052
-70
| -2% | -$5.6K | 0.01% | 538 |
|
|
2022
Q2 | $246K | Hold |
3,122
| – | – | 0.01% | 563 |
|
|
2022
Q1 | $297K | Hold |
3,122
| – | – | 0.01% | 547 |
|
|
2021
Q4 | $265K | Hold |
3,122
| – | – | 0.01% | 627 |
|
|
2021
Q3 | $243K | Hold |
3,122
| – | – | 0.01% | 662 |
|
|
2021
Q2 | $212K | Buy |
+3,122
| New | +$212K | 0.01% | 769 |
|