Clearstead 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 | $476K | Buy |
6,140
+70
| +1% | +$5.43K | 0.01% | 619 |
|
|
2025
Q1 | $501K | Hold |
6,070
| – | – | 0.01% | 576 |
|
|
2024
Q4 | $514K | Hold |
6,070
| – | – | 0.01% | 566 |
|
|
2024
Q3 | $488K | Hold |
6,070
| – | – | 0.01% | 579 |
|
|
2024
Q2 | $384K | Buy |
6,070
+6,000
| +8,571% | +$379K | 0.01% | 604 |
|
|
2024
Q1 | $4.53K | Hold |
70
| – | – | ﹤0.01% | 1192 |
|
|
2023
Q4 | $4.67K | Sell |
70
-6
| -8% | -$400 | ﹤0.01% | 1171 |
|
|
2023
Q3 | $3.97K | Buy |
+76
| New | +$3.97K | ﹤0.01% | 1287 |
|