Wellington Management Group’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,605
| Closed | -$361K | – | 1984 |
|
|
2023
Q1 | $361K | Sell |
6,605
-2,613
| -28% | -$143K | ﹤0.01% | 1888 |
|
|
2022
Q4 | $635K | Buy |
9,218
+3,139
| +52% | +$216K | ﹤0.01% | 1765 |
|
|
2022
Q3 | $486K | Buy |
+6,079
| New | +$486K | ﹤0.01% | 1810 |
|
|
2021
Q1 | – | Sell |
-4,998
| Closed | -$201K | – | 2171 |
|
|
2020
Q4 | $201K | Buy |
+4,998
| New | +$201K | ﹤0.01% | 1891 |
|
|
2015
Q4 | – | Sell |
-211,300
| Closed | -$4.39M | – | 2214 |
|
|
2015
Q3 | $4.39M | Sell |
211,300
-5,476
| -3% | -$114K | ﹤0.01% | 1386 |
|
|
2015
Q2 | $4.07M | Sell |
216,776
-55,024
| -20% | -$1.03M | ﹤0.01% | 1454 |
|
|
2015
Q1 | $4.48M | Hold |
271,800
| – | – | ﹤0.01% | 1479 |
|
|
2014
Q4 | $4.48M | Hold |
271,800
| – | – | ﹤0.01% | 1471 |
|
|
2014
Q3 | $3.91M | Hold |
271,800
| – | – | ﹤0.01% | 1499 |
|
|
2014
Q2 | $3.92M | Buy |
+271,800
| New | +$3.92M | ﹤0.01% | 1522 |
|