Zurich Cantonal Bank’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $904K | Buy |
12,410
+1,024
| +9% | +$81.1K | ﹤0.01% | 1490 |
|
|
2025
Q4 | $817K | Buy |
11,386
+1,441
| +14% | +$106K | ﹤0.01% | 1459 |
|
|
2025
Q3 | $801K | Hold |
9,945
| – | – | ﹤0.01% | 1429 |
|
|
2025
Q2 | $771K | Hold |
9,945
| – | – | ﹤0.01% | 1388 |
|
|
2025
Q1 | $821K | Hold |
9,945
| – | – | ﹤0.01% | 1280 |
|
|
2024
Q4 | $843K | Buy |
9,945
+1,710
| +21% | +$152K | ﹤0.01% | 1294 |
|
|
2024
Q3 | $663K | Hold |
8,235
| – | – | ﹤0.01% | 1368 |
|
|
2024
Q2 | $520K | Hold |
8,235
| – | – | ﹤0.01% | 1470 |
|
|
2024
Q1 | $546K | Sell |
8,235
-1,315
| -14% | -$83.7K | ﹤0.01% | 1411 |
|
|
2023
Q4 | $636K | Sell |
9,550
-1,238
| -11% | -$66.9K | ﹤0.01% | 1354 |
|
|
2023
Q3 | $563K | Buy |
10,788
+1,562
| +17% | +$82.6K | ﹤0.01% | 1323 |
|
|
2023
Q2 | $378K | Buy |
9,226
+775
| +9% | +$35.8K | ﹤0.01% | 1522 |
|
|
2023
Q1 | $462K | Buy |
8,451
+985
| +13% | +$66K | ﹤0.01% | 1330 |
|
|
2022
Q4 | $514K | Buy |
7,466
+1,240
| +20% | +$92.6K | ﹤0.01% | 1237 |
|
|
2022
Q3 | $498K | Hold |
6,226
| – | – | ﹤0.01% | 1199 |
|
|
2022
Q2 | $491K | Hold |
6,226
| – | – | ﹤0.01% | 1243 |
|
|
2022
Q1 | $593K | Hold |
6,226
| – | – | ﹤0.01% | 1245 |
|
|
2021
Q4 | $529K | Buy |
6,226
+768
| +14% | +$62.6K | ﹤0.01% | 1400 |
|
|
2021
Q3 | $425K | Hold |
5,458
| – | – | ﹤0.01% | 1406 |
|
|
2021
Q2 | $371K | Hold |
5,458
| – | – | ﹤0.01% | 1404 |
|
|
2021
Q1 | $335K | Sell |
5,458
-114
| -2% | -$5.66K | ﹤0.01% | 1476 |
|
|
2020
Q4 | $224K | Buy |
5,572
+987
| +22% | +$38.3K | ﹤0.01% | 1772 |
|
|
2020
Q3 | $156K | Hold |
4,585
| – | – | ﹤0.01% | 1771 |
|
|
2020
Q2 | $164K | Buy |
4,585
+917
| +25% | +$30.3K | ﹤0.01% | 1644 |
|
|
2020
Q1 | $108K | Buy |
3,668
+958
| +35% | +$33.6K | ﹤0.01% | 1569 |
|
|
2019
Q4 | $102K | Hold |
2,710
| – | – | ﹤0.01% | 1707 |
|
|
2019
Q3 | $90K | Hold |
2,710
| – | – | ﹤0.01% | 1670 |
|
|
2019
Q2 | $93K | Hold |
2,710
| – | – | ﹤0.01% | 1668 |
|
|
2019
Q1 | $91K | Sell |
2,710
-623
| -19% | -$21.3K | ﹤0.01% | 1636 |
|
|
2018
Q4 | $106K | Hold |
3,333
| – | – | ﹤0.01% | 1573 |
|
|
2018
Q3 | $130K | Hold |
3,333
| – | – | ﹤0.01% | 1568 |
|
|
2018
Q2 | $139K | Sell |
3,333
-378
| -10% | -$16.2K | ﹤0.01% | 1474 |
|
|
2018
Q1 | $151K | Hold |
3,711
| – | – | ﹤0.01% | 1364 |
|
|
2017
Q4 | $154K | Buy |
3,711
+1,033
| +39% | +$42K | ﹤0.01% | 1339 |
|
|
2017
Q3 | $104K | Hold |
2,678
| – | – | ﹤0.01% | 1375 |
|
|
2017
Q2 | $99K | Buy |
2,678
+246
| +10% | +$8.95K | ﹤0.01% | 1376 |
|
|
2017
Q1 | $88K | Hold |
2,432
| – | – | ﹤0.01% | 1446 |
|
|
2016
Q4 | $91K | Hold |
2,432
| – | – | ﹤0.01% | 1367 |
|
|
2016
Q3 | $63K | Buy |
+2,432
| New | +$62.1K | ﹤0.01% | 1517 |
|
Other funds holding SFBS
VPM
VCM
WG