EverSource Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.39M	Buy	19,116 +8,836	+86%	+$700K	0.04%	301
2025 Q4	$738K	Sell	10,280 -21,622	-68%	-$1.59M	0.03%	408
2025 Q3	$2.57M	Sell	31,902 -89	-0.3%	-$7.37K	0.1%	148
2025 Q2	$2.48M	Buy	31,991 +302	+1%	+$22.3K	0.11%	140
2025 Q1	$2.62M	Buy	31,689 +424	+1%	+$36.8K	0.14%	128
2024 Q4	$2.65M	Sell	31,265 -670	-2%	-$59.5K	0.15%	119
2024 Q3	$2.57M	Buy	31,935 +6	+0%	+$457	0.16%	117
2024 Q2	$2.56M	Hold	31,929	–	–	0.17%	114
2024 Q1	$1.88M	Sell	31,929 -31	-0.1%	-$1.97K	0.15%	121
2023 Q4	$2.13M	Sell	31,960 -459	-1%	-$24.8K	0.2%	108
2023 Q3	$1.69M	Buy	32,419 +24	+0.1%	+$1.27K	0.18%	117
2023 Q2	$1.33M	Buy	32,395 +158	+0.5%	+$7.3K	0.15%	131
2023 Q1	$1.76M	Sell	32,237 -2,100	-6%	-$141K	0.22%	102
2022 Q4	$2.37M	Sell	34,337 -41	-0.1%	-$3.06K	0.36%	69
2022 Q3	$2.75M	Hold	34,378	–	–	0.63%	31
2022 Q2	$2.71M	Sell	34,378 -250	-0.7%	-$20.4K	0.7%	30
2022 Q1	$3.3M	Buy	34,628 +18,100	+110%	+$1.58M	0.84%	25
2021 Q4	$1.4M	Buy	+16,528	New	+$1.35M	0.39%	48