A detailed history of Hb Wealth Management, LLC transactions in Servis First Bancshares, Inc. stock. As of the latest transaction made, Hb Wealth Management, LLC holds 18,049 shares of SFBS stock, worth $1.55 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,049
Previous 18,260 1.16%
Holding current value
$1.55 Million
Previous $1.15 Million 25.93%
% of portfolio
0.02%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$60.39 - $86.36 $12,742 - $18,221
-211 Reduced 1.16%
18,049 $1.45 Million
Q2 2024

Jul 26, 2024

SELL
$58.74 - $66.37 $45,699 - $51,635
-778 Reduced 4.09%
18,260 $1.15 Million
Q1 2024

Apr 30, 2024

BUY
$59.82 - $69.71 $658 - $766
11 Added 0.06%
19,038 $1.26 Million
Q4 2023

Jan 16, 2024

BUY
$46.35 - $69.49 $71,471 - $107,153
1,542 Added 8.82%
19,027 $1.27 Million
Q3 2023

Oct 13, 2023

BUY
$41.05 - $61.02 $615 - $915
15 Added 0.09%
17,485 $912,000
Q2 2023

Jul 13, 2023

BUY
$40.3 - $53.72 $22,044 - $29,384
547 Added 3.23%
17,470 $714,000
Q4 2022

Jan 20, 2023

BUY
$64.08 - $87.2 $1.08 Million - $1.48 Million
16,923 New
16,923 $0

Others Institutions Holding SFBS

About ServisFirst Bancshares, Inc.


  • Ticker SFBS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 54,324,000
  • Market Cap $4.65B
  • 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...
More about SFBS
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.