AE 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 Q1	–	Sell	-2,374	Closed	-$201K	–	2266
2024 Q4	$201K	Buy	+2,374	New	+$201K	﹤0.01%	1273
2019 Q2	–	Sell	-9,140	Closed	-$309K	–	986
2019 Q1	$309K	Buy	+9,140	New	+$309K	0.02%	453