Westwood Holdings Group’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,059
| Closed | -$203K | – | 478 |
|
|
2024
Q1 | $203K | Sell |
3,059
-1,788
| -37% | -$119K | ﹤0.01% | 454 |
|
|
2023
Q4 | $323K | Hold |
4,847
| – | – | ﹤0.01% | 418 |
|
|
2023
Q3 | $253K | Buy |
+4,847
| New | +$253K | ﹤0.01% | 423 |
|
|
2023
Q2 | – | Sell |
-4,847
| Closed | -$265K | – | 520 |
|
|
2023
Q1 | $265K | Sell |
4,847
-1,100
| -18% | -$60.1K | ﹤0.01% | 456 |
|
|
2022
Q4 | $410K | Sell |
5,947
-974
| -14% | -$67.2K | ﹤0.01% | 440 |
|
|
2022
Q3 | $554K | Sell |
6,921
-671
| -9% | -$53.7K | 0.01% | 359 |
|
|
2022
Q2 | $599K | Sell |
7,592
-980
| -11% | -$77.3K | 0.01% | 382 |
|
|
2022
Q1 | $817K | Hold |
8,572
| – | – | 0.01% | 369 |
|
|
2021
Q4 | $728K | Sell |
8,572
-1,305
| -13% | -$111K | 0.01% | 365 |
|
|
2021
Q3 | $768K | Sell |
9,877
-431
| -4% | -$33.5K | 0.01% | 356 |
|
|
2021
Q2 | $701K | Sell |
10,308
-882
| -8% | -$60K | 0.01% | 368 |
|
|
2021
Q1 | $686K | Hold |
11,190
| – | – | 0.01% | 362 |
|
|
2020
Q4 | $451K | Sell |
11,190
-3,560
| -24% | -$143K | 0.01% | 372 |
|
|
2020
Q3 | $502K | Buy |
+14,750
| New | +$502K | 0.01% | 353 |
|
|
2019
Q2 | – | Sell |
-21,550
| Closed | -$728K | – | 526 |
|
|
2019
Q1 | $728K | Sell |
21,550
-710,333
| -97% | -$24M | 0.01% | 332 |
|
|
2018
Q4 | $23.3M | Sell |
731,883
-26,038
| -3% | -$830K | 0.27% | 115 |
|
|
2018
Q3 | $29.7M | Buy |
757,921
+62,743
| +9% | +$2.46M | 0.26% | 120 |
|
|
2018
Q2 | $29M | Buy |
695,178
+272
| +0% | +$11.4K | 0.24% | 128 |
|
|
2018
Q1 | $28.4M | Buy |
694,906
+50,590
| +8% | +$2.07M | 0.23% | 130 |
|
|
2017
Q4 | $26.7M | Buy |
644,316
+295,795
| +85% | +$12.3M | 0.2% | 128 |
|
|
2017
Q3 | $13.5M | Buy |
348,521
+21,912
| +7% | +$851K | 0.11% | 173 |
|
|
2017
Q2 | $12M | Buy |
326,609
+98,776
| +43% | +$3.64M | 0.1% | 178 |
|
|
2017
Q1 | $8.29M | Buy |
227,833
+30,735
| +16% | +$1.12M | 0.07% | 199 |
|
|
2016
Q4 | $7.38M | Buy |
+197,098
| New | +$7.38M | 0.06% | 212 |
|