UBS AM’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 | $11.3M | Buy |
145,702
+42,781
| +42% | +$3.32M | ﹤0.01% | 1299 |
|
|
2025
Q1 | $8.5M | Buy |
102,921
+6,768
| +7% | +$559K | ﹤0.01% | 1300 |
|
|
2024
Q4 | $8.15M | Buy |
96,153
+25,785
| +37% | +$2.19M | ﹤0.01% | 1354 |
|
|
2024
Q3 | $5.66M | Sell |
70,368
-11,454
| -14% | -$921K | ﹤0.01% | 1501 |
|
|
2024
Q2 | $5.17M | Buy |
81,822
+43,484
| +113% | +$2.75M | ﹤0.01% | 1461 |
|
|
2024
Q1 | $2.54M | Hold |
38,338
| – | – | ﹤0.01% | 1560 |
|
|
2023
Q4 | $2.55M | Buy |
38,338
+3,114
| +9% | +$207K | ﹤0.01% | 1560 |
|
|
2023
Q3 | $1.84M | Hold |
35,224
| – | – | ﹤0.01% | 1671 |
|
|
2023
Q2 | $1.92M | Hold |
35,224
| – | – | ﹤0.01% | 1673 |
|
|
2023
Q1 | $1.92M | Sell |
35,224
-1,677
| -5% | -$91.6K | ﹤0.01% | 1673 |
|
|
2022
Q4 | $2.54M | Sell |
36,901
-1,011
| -3% | -$69.7K | ﹤0.01% | 1428 |
|
|
2022
Q3 | $3.03M | Sell |
37,912
-12,085
| -24% | -$967K | ﹤0.01% | 1384 |
|
|
2022
Q2 | $3.95M | Buy |
49,997
+1,849
| +4% | +$146K | ﹤0.01% | 1299 |
|
|
2022
Q1 | $4.59M | Buy |
48,148
+4,393
| +10% | +$419K | ﹤0.01% | 1396 |
|
|
2021
Q4 | $3.72M | Buy |
43,755
+2,116
| +5% | +$180K | ﹤0.01% | 1555 |
|
|
2021
Q3 | $3.24M | Hold |
41,639
| – | – | ﹤0.01% | 1582 |
|
|
2021
Q2 | $2.83M | Sell |
41,639
-5,043
| -11% | -$343K | ﹤0.01% | 1694 |
|
|
2021
Q1 | $2.86M | Buy |
46,682
+594
| +1% | +$36.4K | ﹤0.01% | 1605 |
|
|
2020
Q4 | $1.86M | Hold |
46,088
| – | – | ﹤0.01% | 1715 |
|
|
2020
Q3 | $1.57M | Sell |
46,088
-3,337
| -7% | -$114K | ﹤0.01% | 1651 |
|
|
2020
Q2 | $1.77M | Sell |
49,425
-6,913
| -12% | -$247K | ﹤0.01% | 1568 |
|
|
2020
Q1 | $1.65M | Buy |
56,338
+11,149
| +25% | +$327K | ﹤0.01% | 1492 |
|
|
2019
Q4 | $1.7M | Buy |
45,189
+6,748
| +18% | +$254K | ﹤0.01% | 1669 |
|
|
2019
Q3 | $1.27M | Buy |
38,441
+3,336
| +10% | +$111K | ﹤0.01% | 1835 |
|
|
2019
Q2 | $1.2M | Buy |
35,105
+3,399
| +11% | +$116K | ﹤0.01% | 1810 |
|
|
2019
Q1 | $1.07M | Buy |
31,706
+3,849
| +14% | +$130K | ﹤0.01% | 1799 |
|
|
2018
Q4 | $888K | Buy |
27,857
+953
| +4% | +$30.4K | ﹤0.01% | 1800 |
|
|
2018
Q3 | $1.05M | Hold |
26,904
| – | – | ﹤0.01% | 1790 |
|
|
2018
Q2 | $1.12M | Sell |
26,904
-1,087
| -4% | -$45.4K | ﹤0.01% | 1772 |
|
|
2018
Q1 | $1.14M | Buy |
27,991
+2,283
| +9% | +$93.2K | ﹤0.01% | 1731 |
|
|
2017
Q4 | $1.07M | Hold |
25,708
| – | – | ﹤0.01% | 1722 |
|
|
2017
Q3 | $999K | Buy |
25,708
+1,058
| +4% | +$41.1K | ﹤0.01% | 1711 |
|
|
2017
Q2 | $909K | Buy |
24,650
+1,826
| +8% | +$67.4K | ﹤0.01% | 1700 |
|
|
2017
Q1 | $830K | Buy |
22,824
+15,034
| +193% | +$547K | ﹤0.01% | 1707 |
|
|
2016
Q4 | $292K | Sell |
7,790
-11,468
| -60% | -$430K | ﹤0.01% | 1954 |
|
|
2016
Q3 | $500K | Hold |
19,258
| – | – | ﹤0.01% | 1982 |
|
|
2016
Q2 | $476K | Hold |
19,258
| – | – | ﹤0.01% | 1975 |
|
|
2016
Q1 | $428K | Buy |
19,258
+1,990
| +12% | +$44.2K | ﹤0.01% | 2007 |
|
|
2015
Q4 | $410K | Buy |
+17,268
| New | +$410K | ﹤0.01% | 2158 |
|