Carolinas Wealth Consulting’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-425
| Closed | -$28.4K | – | 1140 |
|
|
2023
Q4 | $28.4K | Hold |
425
| – | – | 0.01% | 401 |
|
|
2023
Q3 | $20K | Hold |
425
| – | – | 0.01% | 433 |
|
|
2023
Q2 | $17.5K | Hold |
425
| – | – | ﹤0.01% | 499 |
|
|
2023
Q1 | $23.3K | Buy |
+425
| New | +$23.3K | 0.01% | 465 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$3K | – | 1001 |
|
|
2021
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 793 |
|
|
2021
Q3 | $3K | Sell |
40
-5
| -11% | -$375 | ﹤0.01% | 756 |
|
|
2021
Q2 | $3K | Sell |
45
-4
| -8% | -$267 | ﹤0.01% | 776 |
|
|
2021
Q1 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 783 |
|