CWM
Cedar Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,450
| Closed | -$2.85M | – | 240 |
|
|
2024
Q3 | $2.85M | Hold |
35,450
| – | – | 0.89% | 17 |
|
|
2024
Q2 | $2.24M | Sell |
35,450
-2,050
| -5% | -$130K | 0.73% | 21 |
|
|
2024
Q1 | $2.49M | Buy |
37,500
+600
| +2% | +$39.8K | 0.82% | 20 |
|
|
2023
Q4 | $2.46M | Buy |
36,900
+550
| +2% | +$36.6K | 0.9% | 18 |
|
|
2023
Q3 | $1.9M | Buy |
36,350
+1,000
| +3% | +$52.2K | 0.75% | 23 |
|
|
2023
Q2 | $1.45M | Buy |
35,350
+1,074
| +3% | +$43.9K | 0.56% | 27 |
|
|
2023
Q1 | $1.87M | Hold |
34,276
| – | – | 0.77% | 20 |
|
|
2022
Q4 | $2.36M | Hold |
34,276
| – | – | 1.17% | 14 |
|
|
2022
Q3 | $2.74M | Hold |
34,276
| – | – | 1.36% | 13 |
|
|
2022
Q2 | $2.71M | Hold |
34,276
| – | – | 1.24% | 16 |
|
|
2022
Q1 | $3.27M | Hold |
34,276
| – | – | 1.32% | 15 |
|
|
2021
Q4 | $2.91M | Sell |
34,276
-34
| -0.1% | -$2.89K | 1.18% | 16 |
|
|
2021
Q3 | $2.67M | Hold |
34,310
| – | – | 1.19% | 14 |
|
|
2021
Q2 | $2.33M | Sell |
34,310
-200
| -0.6% | -$13.6K | 1.05% | 17 |
|
|
2021
Q1 | $2.12M | Sell |
34,510
-1,000
| -3% | -$61.3K | 1.05% | 18 |
|
|
2020
Q4 | $1.43M | Sell |
35,510
-5,300
| -13% | -$214K | 0.77% | 24 |
|
|
2020
Q3 | $1.39M | Sell |
40,810
-50
| -0.1% | -$1.7K | 0.86% | 19 |
|
|
2020
Q2 | $1.46M | Hold |
40,860
| – | – | 0.99% | 15 |
|
|
2020
Q1 | $1.2M | Buy |
40,860
+300
| +0.7% | +$8.8K | 0.81% | 19 |
|
|
2019
Q4 | $1.53M | Sell |
40,560
-100
| -0.2% | -$3.77K | 0.9% | 11 |
|
|
2019
Q3 | $1.35M | Hold |
40,660
| – | – | 0.9% | 13 |
|
|
2019
Q2 | $1.39M | Hold |
40,660
| – | – | 0.9% | 12 |
|
|
2019
Q1 | $1.37M | Hold |
40,660
| – | – | 0.86% | 11 |
|
|
2018
Q4 | $1.3M | Buy |
40,660
+100
| +0.2% | +$3.19K | 0.93% | 11 |
|
|
2018
Q3 | $1.59M | Hold |
40,560
| – | – | 0.83% | 9 |
|
|
2018
Q2 | $1.69M | Hold |
40,560
| – | – | 0.95% | 9 |
|
|
2018
Q1 | $1.66M | Hold |
40,560
| – | – | 1.02% | 9 |
|
|
2017
Q4 | $1.68M | Sell |
40,560
-1,000
| -2% | -$41.5K | 1% | 10 |
|
|
2017
Q3 | $1.62M | Hold |
41,560
| – | – | 0.96% | 9 |
|
|
2017
Q2 | $1.53M | Hold |
41,560
| – | – | 1% | 9 |
|
|
2017
Q1 | $1.51M | Sell |
41,560
-1,000
| -2% | -$36.4K | 0.93% | 8 |
|
|
2016
Q4 | $1.59M | Buy |
42,560
+21,180
| +99% | +$793K | 1.09% | 8 |
|
|
2016
Q3 | $1.11M | Hold |
21,380
| – | – | 0.76% | 9 |
|
|
2016
Q2 | $1.06M | Hold |
21,380
| – | – | 0.67% | 8 |
|
|
2016
Q1 | $949K | Buy |
+21,380
| New | +$949K | 0.65% | 8 |
|