Abound Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311 Hold
4
﹤0.01% 913
2025
Q1
$331 Hold
4
﹤0.01% 859
2024
Q4
$339 Hold
4
﹤0.01% 860
2024
Q3
$322 Sell
4
-2
-33% -$161 ﹤0.01% 962
2024
Q2
$380 Hold
6
﹤0.01% 908
2024
Q1
$399 Hold
6
﹤0.01% 999
2023
Q4
$400 Sell
6
-2
-25% -$133 ﹤0.01% 1020
2023
Q3
$418 Hold
8
﹤0.01% 868
2023
Q2
$328 Buy
+8
New +$328 ﹤0.01% 1010