Carson Wealth (CWM LLC)’s ServisFirst Bancshares SFBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59K | Sell |
762
-14
| -2% | -$1.08K | ﹤0.01% | 3142 |
|
|
2025
Q1 | $64K | Buy |
776
+32
| +4% | +$2.64K | ﹤0.01% | 2771 |
|
|
2024
Q4 | $63K | Buy |
744
+20
| +3% | +$1.69K | ﹤0.01% | 2619 |
|
|
2024
Q3 | $58K | Sell |
724
-8
| -1% | -$641 | ﹤0.01% | 2580 |
|
|
2024
Q2 | $46K | Buy |
732
+60
| +9% | +$3.77K | ﹤0.01% | 2530 |
|
|
2024
Q1 | $45K | Buy |
672
+152
| +29% | +$10.2K | ﹤0.01% | 2363 |
|
|
2023
Q4 | $35K | Sell |
520
-47
| -8% | -$3.16K | ﹤0.01% | 2397 |
|
|
2023
Q3 | $30K | Buy |
567
+85
| +18% | +$4.5K | ﹤0.01% | 2414 |
|
|
2023
Q2 | $20K | Buy |
482
+262
| +119% | +$10.9K | ﹤0.01% | 2643 |
|
|
2023
Q1 | $12K | Buy |
220
+45
| +26% | +$2.46K | ﹤0.01% | 2860 |
|
|
2022
Q4 | $12K | Sell |
175
-104
| -37% | -$7.13K | ﹤0.01% | 2714 |
|
|
2022
Q3 | $22K | Buy |
279
+242
| +654% | +$19.1K | ﹤0.01% | 2168 |
|
|
2022
Q2 | $3K | Sell |
37
-11
| -23% | -$892 | ﹤0.01% | 3227 |
|
|
2022
Q1 | $5K | Buy |
48
+11
| +30% | +$1.15K | ﹤0.01% | 2860 |
|
|
2021
Q4 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 3019 |
|