Captrust Financial Advisors Servis First Bancshares, Inc. Transaction History

Captrust Financial Advisors

$34.2 Billion
Q4 2024

A detailed history of Captrust Financial Advisors transactions in Servis First Bancshares, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 18,404 shares of SFBS stock, worth $1.65 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,404

Previous 18,493 0.48%

Holding current value

$1.65 Million

Previous $1.49 Million 4.84%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$77.34 - $99.0 $6,883 - $8,811	-89 Reduced 0.48%	18,404 $1.56 Million
Q3 2024 Nov 14, 2024	BUY	$60.39 - $86.36 $65,764 - $94,046	1,089 Added 6.26%	18,493 $1.49 Million
Q2 2024 Aug 14, 2024	SELL	$58.74 - $66.37 $1.69 Million - $1.91 Million	-28,842 Reduced 62.37%	17,404 $1.1 Million
Q1 2024 May 15, 2024	SELL	$59.82 - $69.71 $734,170 - $855,550	-12,273 Reduced 20.97%	46,246 $3.07 Million
Q4 2023 Feb 14, 2024	SELL	$46.35 - $69.49 $35,689 - $53,507	-770 Reduced 1.3%	58,519 $3.9 Million
Q3 2023 Nov 14, 2023	BUY	$41.05 - $61.02 $38,012 - $56,504	926 Added 1.59%	59,289 $3.09 Million
Q2 2023 Aug 14, 2023	BUY	$40.3 - $53.72 $521,078 - $694,599	12,930 Added 28.46%	58,363 $2.39 Million
Q1 2023 May 15, 2023	SELL	$53.41 - $74.27 $227,419 - $316,241	-4,258 Reduced 8.57%	45,433 $2.48 Million
Q4 2022 Feb 15, 2023	SELL	$64.08 - $87.2 $1,537 - $2,092	-24 Reduced 0.05%	49,691 $3.43 Million
Q3 2022 Nov 16, 2022	SELL	$76.67 - $93.36 $20.9 Million - $25.5 Million	-273,227 Reduced 84.61%	49,715 $3.98 Million
Q2 2022 Aug 16, 2022	SELL	$75.34 - $95.47 $77,524 - $98,238	-1,029 Reduced 0.32%	322,942 $25.5 Million
Q1 2022 May 16, 2022	SELL	$82.04 - $95.32 $6.58 Million - $7.64 Million	-80,155 Reduced 19.83%	323,971 $30.9 Million
Q4 2021 Feb 14, 2022	BUY	$74.26 - $88.12 $17,673 - $20,972	238 Added 0.06%	404,126 $34.4 Million
Q3 2021 Nov 16, 2021	BUY	$64.71 - $79.93 $12,489 - $15,426	193 Added 0.05%	403,888 $31.5 Million
Q2 2021 Aug 16, 2021	BUY	$59.77 - $71.56 $11,834 - $14,168	198 Added 0.05%	403,695 $27.5 Million
Q1 2021 May 17, 2021	BUY	$40.12 - $64.07 $28,164 - $44,977	702 Added 0.17%	403,497 $24.8 Million
Q4 2020 Feb 16, 2021	SELL	$34.81 - $41.56 $14,446 - $17,247	-415 Reduced 0.1%	402,795 $16.3 Million
Q3 2020 Nov 17, 2020	SELL	$31.83 - $39.23 $349,620 - $430,902	-10,984 Reduced 2.65%	403,210 $14.1 Million
Q2 2020 Aug 14, 2020	BUY	$26.75 - $38.73 $11.1 Million - $16 Million	414,194 New	414,194 $14 Million

Others Institutions Holding SFBS

# of Institutions

310

Shares Held

40.9M

Call Options Held

23.6K

Put Options Held

400

View Full List

About ServisFirst Bancshares, Inc.

Ticker SFBS
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 54,324,000
Market Cap $4.87B
Description
ServisFirst Bancshares, Inc. operates as the bank holding company for ServisFirst Bank that provides various banking services to individual and corporate customers. It accepts demand, time, savings, and other deposits; checking, money market, and IRA accounts; and certificates of deposit. The company's loan products include commercial lending pr...

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Captrust Financial Advisors Servis First Bancshares, Inc. Transaction History