Welch 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
$75.5M Sell
974,158
-27
-0% -$2.09K 3.16% 6
2025
Q1
$79.8M Sell
974,185
-61,439
-6% -$5.03M 3.51% 1
2024
Q4
$88.7M Sell
1,035,624
-103,615
-9% -$8.87M 3.99% 2
2024
Q3
$91.7M Sell
1,139,239
-116,259
-9% -$9.35M 3.98% 1
2024
Q2
$79.3M Sell
1,255,498
-18,773
-1% -$1.19M 3.81% 2
2024
Q1
$84.6M Sell
1,274,271
-25,202
-2% -$1.67M 4.19% 2
2023
Q4
$86.6M Sell
1,299,473
-2,484
-0.2% -$166K 4.66% 1
2023
Q3
$67.9M Buy
1,301,957
+2,358
+0.2% +$123K 4.02% 2
2023
Q2
$53.2M Sell
1,299,599
-27,704
-2% -$1.13M 3.05% 8
2023
Q1
$72.5M Sell
1,327,303
-12,940
-1% -$707K 4.22% 1
2022
Q4
$92.4M Sell
1,340,243
-817
-0.1% -$56.3K 5.28% 1
2022
Q3
$107M Sell
1,341,060
-45,477
-3% -$3.64M 6.98% 1
2022
Q2
$109M Buy
1,386,537
+14,668
+1% +$1.16M 6.68% 1
2022
Q1
$131M Sell
1,371,869
-49,006
-3% -$4.67M 7.46% 1
2021
Q4
$121M Buy
1,420,875
+47,700
+3% +$4.05M 7.06% 1
2021
Q3
$107M Sell
1,373,175
-59,435
-4% -$4.62M 7.23% 1
2021
Q2
$97.4M Sell
1,432,610
-53,269
-4% -$3.62M 6.64% 1
2021
Q1
$91.1M Sell
1,485,879
-59,183
-4% -$3.63M 6.56% 1
2020
Q4
$62.3M Sell
1,545,062
-72,208
-4% -$2.91M 4.99% 1
2020
Q3
$55M Sell
1,617,270
-34,292
-2% -$1.17M 4.81% 1
2020
Q2
$59.1M Sell
1,651,562
-29,339
-2% -$1.05M 5.52% 1
2020
Q1
$49.3M Buy
1,680,901
+1,402,844
+505% +$41.1M 5.26% 1
2019
Q4
$10.5M Buy
278,057
+40,590
+17% +$1.53M 1.03% 31
2019
Q3
$7.87M Sell
237,467
-450
-0.2% -$14.9K 0.81% 31
2019
Q2
$8.15M Buy
237,917
+1,555
+0.7% +$53.3K 0.87% 31
2019
Q1
$7.98M Buy
236,362
+2,325
+1% +$78.5K 0.88% 31
2018
Q4
$7.46M Buy
234,037
+18,180
+8% +$579K 0.91% 33
2018
Q3
$8.45K Buy
215,857
+3,769
+2% +$148 0.88% 34
2018
Q2
$8.85M Sell
212,088
-802
-0.4% -$33.5K 1.1% 31
2018
Q1
$8.69M Sell
212,890
-17,053
-7% -$696K 1.1% 31
2017
Q4
$9.54M Buy
229,943
+81,041
+54% +$3.36M 1.48% 32
2017
Q3
$5.79M Sell
148,902
-58,869
-28% -$2.29M 0.97% 32
2017
Q2
$7.67M Buy
207,771
+57,629
+38% +$2.13M 1.28% 32
2017
Q1
$5.46M Sell
150,142
-670
-0.4% -$24.4K 1.03% 32
2016
Q4
$5.65M Buy
150,812
+2,670
+2% +$100K 1.1% 32
2016
Q3
$3.85M Hold
148,142
0.76% 34
2016
Q2
$3.66M Sell
148,142
-233,564
-61% -$5.77M 0.74% 33
2016
Q1
$8.47M Buy
381,706
+13,160
+4% +$292K 1.42% 30
2015
Q4
$8.76M Sell
368,546
-20,394
-5% -$485K 1.57% 29
2015
Q3
$8.08M Buy
388,940
+60,000
+18% +$1.25M 1.56% 31
2015
Q2
$6.18M Buy
328,940
+64,140
+24% +$1.2M 1.17% 31
2015
Q1
$4.37K Buy
264,800
+19,686
+8% +$325 0.8% 33
2014
Q4
$4.04M Buy
245,114
+72,446
+42% +$1.19M 0.78% 33
2014
Q3
$2.49M Buy
172,668
+16,668
+11% +$240K 0.51% 36
2014
Q2
$2.25M Buy
156,000
+66,000
+73% +$951K 0.47% 39
2014
Q1
$622K Hold
90,000
0.14% 52
2013
Q4
$622K Hold
90,000
0.14% 54
2013
Q3
$495K Hold
90,000
0.12% 59
2013
Q2
$495K Buy
+90,000
New +$495K 0.13% 57