BTWM
Baker Tilly Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,632
| Closed | -$706K | – | 393 |
|
|
2024
Q1 | $706K | Buy |
10,632
+247
| +2% | +$16.4K | 0.13% | 172 |
|
|
2023
Q4 | $692K | Buy |
10,385
+757
| +8% | +$50.4K | 0.11% | 200 |
|
|
2023
Q3 | $502K | Sell |
9,628
-1,911
| -17% | -$99.7K | 0.08% | 256 |
|
|
2023
Q2 | $472K | Sell |
11,539
-965
| -8% | -$39.5K | 0.05% | 355 |
|
|
2023
Q1 | $683K | Buy |
12,504
+2,611
| +26% | +$143K | 0.08% | 268 |
|
|
2022
Q4 | $682K | Sell |
9,893
-1,541
| -13% | -$106K | 0.08% | 259 |
|
|
2022
Q3 | $915K | Sell |
11,434
-812
| -7% | -$65K | 0.12% | 178 |
|
|
2022
Q2 | $966K | Sell |
12,246
-148
| -1% | -$11.7K | 0.13% | 174 |
|
|
2022
Q1 | $1.18M | Buy |
+12,394
| New | +$1.18M | 0.13% | 161 |
|