Allworth Financial’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 | $2.4K | Hold |
31
| – | – | ﹤0.01% | 3610 |
|
|
2025
Q1 | $2.22K | Hold |
31
| – | – | ﹤0.01% | 3164 |
|
|
2024
Q4 | $2.76K | Hold |
31
| – | – | ﹤0.01% | 3026 |
|
|
2024
Q3 | $2.49K | Hold |
31
| – | – | ﹤0.01% | 2864 |
|
|
2024
Q2 | $2.4K | Hold |
31
| – | – | ﹤0.01% | 2843 |
|
|
2024
Q1 | $2.06K | Hold |
31
| – | – | ﹤0.01% | 2794 |
|
|
2023
Q4 | $2.07K | Hold |
31
| – | – | ﹤0.01% | 2671 |
|
|
2023
Q3 | $1.62K | Sell |
31
-54
| -64% | -$2.82K | ﹤0.01% | 2641 |
|
|
2023
Q2 | $3.48K | Buy |
+85
| New | +$3.48K | ﹤0.01% | 2259 |
|
|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 3174 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3060 |
|
|
2022
Q2 | – | Sell |
-6
| Closed | -$1K | – | 2762 |
|
|
2022
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 2013 |
|