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Diversify Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Diversify Wealth Management’s Portfolio SFBS Stock Details SFBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,483
Closed -$202K – 547
2024
Q4 		$202K Sell
2,483
-188
-7% -$15.3K 0.02% 492
2024
Q3 		$225K Sell
2,671
-239
-8% -$20.1K 0.02% 439
2024
Q2 		$215K Buy
+2,910
New +$215K 0.03% 405