Stonegate Investment Group’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 | $72.7M | Sell |
937,669
-1,449
| -0.2% | -$112K | 1.83% | 20 |
|
|
2025
Q1 | $77.6M | Sell |
939,118
-8,249
| -0.9% | -$681K | 2.07% | 16 |
|
|
2024
Q4 | $80.3M | Buy |
947,367
+112,521
| +13% | +$9.54M | 2.14% | 13 |
|
|
2024
Q3 | $67.2M | Sell |
834,846
-118,258
| -12% | -$9.51M | 1.77% | 22 |
|
|
2024
Q2 | $60.2M | Buy |
953,104
+901,076
| +1,732% | +$56.9M | 1.74% | 24 |
|
|
2024
Q1 | $3.45M | Sell |
52,028
-257
| -0.5% | -$17.1K | 0.11% | 86 |
|
|
2023
Q4 | $3.48M | Hold |
52,285
| – | – | 0.12% | 79 |
|
|
2023
Q3 | $2.73M | Hold |
52,285
| – | – | 0.1% | 87 |
|
|
2023
Q2 | $2.14M | Sell |
52,285
-10,230
| -16% | -$419K | 0.08% | 110 |
|
|
2023
Q1 | $3.42M | Buy |
62,515
+21
| +0% | +$1.15K | 0.13% | 81 |
|
|
2022
Q4 | $4.31M | Buy |
62,494
+30
| +0% | +$2.07K | 0.19% | 65 |
|
|
2022
Q3 | $5M | Buy |
62,464
+5
| +0% | +$400 | 0.23% | 67 |
|
|
2022
Q2 | $4.93M | Buy |
62,459
+22,349
| +56% | +$1.76M | 0.22% | 68 |
|
|
2022
Q1 | $3.82M | Sell |
40,110
-9,967
| -20% | -$950K | 0.13% | 74 |
|
|
2021
Q4 | $4.25M | Buy |
+50,077
| New | +$4.25M | 0.18% | 72 |
|