WA
Waverly Advisors’s ServisFirst Bancshares SFBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
158,295
+12,263
| +8% | +$951K | 0.13% | 158 |
|
|
2025
Q1 | $12.1M | Sell |
146,032
-716
| -0.5% | -$59.1K | 0.15% | 149 |
|
|
2024
Q4 | $12.4M | Buy |
146,748
+1,493
| +1% | +$127K | 0.19% | 113 |
|
|
2024
Q3 | $11.7M | Sell |
145,255
-4,028
| -3% | -$324K | 0.22% | 98 |
|
|
2024
Q2 | $9.43M | Sell |
149,283
-3,142
| -2% | -$199K | 0.18% | 114 |
|
|
2024
Q1 | $10.1M | Sell |
152,425
-2,767
| -2% | -$184K | 0.24% | 82 |
|
|
2023
Q4 | $10.3M | Sell |
155,192
-1,197
| -0.8% | -$79.8K | 0.39% | 48 |
|
|
2023
Q3 | $8.16M | Sell |
156,389
-2,388
| -2% | -$125K | 0.36% | 54 |
|
|
2023
Q2 | $6.5M | Buy |
158,777
+2,234
| +1% | +$91.4K | 0.29% | 66 |
|
|
2023
Q1 | $8.55M | Buy |
156,543
+1,825
| +1% | +$99.7K | 0.45% | 40 |
|
|
2022
Q4 | $10.7M | Buy |
154,718
+30,228
| +24% | +$2.08M | 0.59% | 31 |
|
|
2022
Q3 | $9.96M | Sell |
124,490
-20
| -0% | -$1.6K | 0.7% | 24 |
|
|
2022
Q2 | $9.83M | Buy |
124,510
+7,034
| +6% | +$555K | 0.9% | 19 |
|
|
2022
Q1 | $11.2M | Hold |
117,476
| – | – | 0.95% | 17 |
|
|
2021
Q4 | $9.99M | Buy |
117,476
+26,948
| +30% | +$2.29M | 0.86% | 19 |
|
|
2021
Q3 | $7.73M | Buy |
90,528
+2,748
| +3% | +$234K | 0.66% | 25 |
|
|
2021
Q2 | $6.41M | Sell |
87,780
-12,711
| -13% | -$928K | 0.59% | 26 |
|
|
2021
Q1 | $6.82M | Buy |
100,491
+4,966
| +5% | +$337K | 0.67% | 27 |
|
|
2020
Q4 | $4.35M | Sell |
95,525
-4,614
| -5% | -$210K | 0.46% | 32 |
|
|
2020
Q3 | $3.7M | Sell |
100,139
-1,994
| -2% | -$73.6K | 0.49% | 32 |
|
|
2020
Q2 | $3.87M | Sell |
102,133
-1,135
| -1% | -$43K | 0.5% | 31 |
|
|
2020
Q1 | $3.03M | Sell |
103,268
-3,244
| -3% | -$95.1K | 0.51% | 28 |
|
|
2019
Q4 | $4.21M | Sell |
106,512
-19,348
| -15% | -$764K | 0.55% | 30 |
|
|
2019
Q3 | $4.17M | Buy |
125,860
+43,237
| +52% | +$1.43M | 0.6% | 29 |
|
|
2019
Q2 | $2.83M | Buy |
82,623
+42
| +0.1% | +$1.44K | 0.42% | 34 |
|
|
2019
Q1 | $2.79M | Buy |
82,581
+43
| +0.1% | +$1.45K | 0.43% | 35 |
|
|
2018
Q4 | $2.63M | Sell |
82,538
-41,762
| -34% | -$1.33M | 0.46% | 34 |
|
|
2018
Q3 | $4.87M | Sell |
124,300
-826
| -0.7% | -$32.3K | 0.72% | 18 |
|
|
2018
Q2 | $5.22M | Buy |
125,126
+1,025
| +0.8% | +$42.8K | 0.81% | 17 |
|
|
2018
Q1 | $5.07M | Sell |
124,101
-309,543
| -71% | -$12.6M | 0.82% | 17 |
|
|
2017
Q4 | $18M | Buy |
433,644
+45,702
| +12% | +$1.9M | 2.57% | 9 |
|
|
2017
Q3 | $15.1M | Sell |
387,942
-1,522
| -0.4% | -$59.1K | 3.27% | 7 |
|
|
2017
Q2 | $14.4M | Buy |
389,464
+2,819
| +0.7% | +$104K | 3.61% | 5 |
|
|
2017
Q1 | $14.1M | Buy |
386,645
+56,369
| +17% | +$2.05M | 3.71% | 5 |
|
|
2016
Q4 | $12.4M | Buy |
330,276
+278,336
| +536% | +$10.4M | 4.59% | 5 |
|
|
2016
Q3 | $2.7M | Sell |
51,940
-29,990
| -37% | -$1.56M | 1.13% | 10 |
|
|
2016
Q2 | $4.05M | Buy |
81,930
+410
| +0.5% | +$20.3K | 1.84% | 6 |
|
|
2016
Q1 | $3.62M | Buy |
81,520
+25,454
| +45% | +$1.13M | 2.21% | 5 |
|
|
2015
Q4 | $2.67M | Buy |
56,066
+9
| +0% | +$428 | 1.16% | 11 |
|
|
2015
Q3 | $2.33M | Sell |
56,057
-11,827
| -17% | -$491K | 1.61% | 8 |
|
|
2015
Q2 | $2.55M | Sell |
67,884
-9,993
| -13% | -$375K | 1.57% | 8 |
|
|
2015
Q1 | $2.57M | Buy |
77,877
+24,007
| +45% | +$792K | 1.3% | 8 |
|
|
2014
Q4 | $1.78M | Sell |
53,870
-6,993
| -11% | -$230K | 0.89% | 14 |
|
|
2014
Q3 | $1.75M | Buy |
60,863
+28,488
| +88% | +$821K | 0.95% | 14 |
|
|
2014
Q2 | $2.8M | Buy |
+32,375
| New | +$2.8M | 1.16% | 9 |
|