AWAU
Alliance Wealth Advisors (Utah)’s ServisFirst Bancshares SFBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
5,665
-474
| -8% | -$36.7K | 0.11% | 177 |
|
|
2025
Q1 | $507K | Sell |
6,139
-138
| -2% | -$11.4K | 0.13% | 160 |
|
|
2024
Q4 | $532K | Sell |
6,277
-248
| -4% | -$21K | 0.14% | 152 |
|
|
2024
Q3 | $525K | Sell |
6,525
-249
| -4% | -$20K | 0.14% | 147 |
|
|
2024
Q2 | $428K | Sell |
6,774
-226
| -3% | -$14.3K | 0.13% | 153 |
|
|
2024
Q1 | $465K | Buy |
7,000
+31
| +0.4% | +$2.06K | 0.14% | 147 |
|
|
2023
Q4 | $464K | Buy |
6,969
+55
| +0.8% | +$3.67K | 0.16% | 138 |
|
|
2023
Q3 | $361K | Buy |
6,914
+167
| +2% | +$8.71K | 0.13% | 159 |
|
|
2023
Q2 | $276K | Sell |
6,747
-455
| -6% | -$18.6K | 0.1% | 184 |
|
|
2023
Q1 | $393K | Buy |
7,202
+2,206
| +44% | +$121K | 0.16% | 137 |
|
|
2022
Q4 | $344K | Buy |
+4,996
| New | +$344K | 0.15% | 146 |
|