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 |
|