Waverly Advisors’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
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|
2025
Q1 | $12.1M | Sell |
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|
2024
Q4 | $12.4M | Buy |
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|
2024
Q3 | $11.7M | Sell |
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|
2024
Q2 | $9.43M | Sell |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $10.3M | Sell |
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|
2023
Q3 | $8.16M | Sell |
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|
2023
Q2 | $6.5M | Buy |
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|
2023
Q1 | $8.55M | Buy |
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|
2022
Q4 | $10.7M | Buy |
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|
2022
Q3 | $9.96M | Sell |
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|
2022
Q2 | $9.83M | Buy |
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|
2022
Q1 | $11.2M | Hold |
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|
2021
Q4 | $9.99M | Buy |
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|
2021
Q3 | $7.72M | Buy |
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|
2021
Q2 | $6.41M | Sell |
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|
2021
Q1 | $6.82M | Buy |
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|
2020
Q4 | $4.35M | Sell |
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|
2020
Q3 | $3.69M | Sell |
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|
2020
Q2 | $3.87M | Sell |
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|
2020
Q1 | $3.03M | Sell |
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|
2019
Q4 | $4.21M | Sell |
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|
2019
Q3 | $4.17M | Buy |
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|
2019
Q2 | $2.83M | Buy |
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|
2019
Q1 | $2.79M | Buy |
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|
2018
Q4 | $2.63M | Sell |
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|
2018
Q3 | $4.87M | Sell |
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|
2018
Q2 | $5.22M | Buy |
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|
2018
Q1 | $5.07M | Sell |
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|
2017
Q4 | $18M | Buy |
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|
2017
Q3 | $15.1M | Sell |
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|
2017
Q2 | $14.4M | Buy |
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|
2017
Q1 | $14.1M | Buy |
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|
2016
Q4 | $12.4M | Buy |
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|
2016
Q3 | $2.7M | Sell |
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|
2016
Q2 | $4.05M | Buy |
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|
2016
Q1 | $3.62M | Buy |
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|
2015
Q4 | $2.67M | Buy |
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|
2015
Q3 | $2.33M | Sell |
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|
2015
Q2 | $2.55M | Sell |
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|
2015
Q1 | $2.57M | Buy |
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|
2014
Q4 | $1.77M | Sell |
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|
2014
Q3 | $1.75M | Sell |
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|
2014
Q2 | $2.8M | Buy |
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