Arete Wealth Advisors’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 | $225K | Hold |
2,904
| – | – | 0.02% | 658 |
|
|
2025
Q1 | $240K | Sell |
2,904
-170
| -6% | -$14.1K | 0.02% | 613 |
|
|
2024
Q4 | $261K | Sell |
3,074
-180
| -6% | -$15.3K | 0.02% | 607 |
|
|
2024
Q3 | $260K | Sell |
3,254
-59
| -2% | -$4.71K | 0.02% | 563 |
|
|
2024
Q2 | $209K | Buy |
+3,313
| New | +$209K | 0.02% | 648 |
|
|
2024
Q1 | – | Sell |
-3,579
| Closed | -$238K | – | 664 |
|
|
2023
Q4 | $238K | Sell |
3,579
-406
| -10% | -$27.1K | 0.02% | 612 |
|
|
2023
Q3 | $208K | Buy |
+3,985
| New | +$208K | 0.04% | 430 |
|