EWA
EverSource Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
31,991
+302
| +1% | +$23.4K | 0.11% | 140 |
|
|
2025
Q1 | $2.62M | Buy |
31,689
+424
| +1% | +$35K | 0.14% | 128 |
|
|
2024
Q4 | $2.65M | Sell |
31,265
-670
| -2% | -$56.8K | 0.15% | 119 |
|
|
2024
Q3 | $2.57M | Buy |
31,935
+6
| +0% | +$483 | 0.16% | 117 |
|
|
2024
Q2 | $2.56M | Hold |
31,929
| – | – | 0.17% | 114 |
|
|
2024
Q1 | $1.88M | Sell |
31,929
-31
| -0.1% | -$1.83K | 0.15% | 121 |
|
|
2023
Q4 | $2.13M | Sell |
31,960
-459
| -1% | -$30.6K | 0.2% | 108 |
|
|
2023
Q3 | $1.69M | Buy |
32,419
+24
| +0.1% | +$1.25K | 0.18% | 117 |
|
|
2023
Q2 | $1.33M | Buy |
32,395
+158
| +0.5% | +$6.47K | 0.15% | 131 |
|
|
2023
Q1 | $1.76M | Sell |
32,237
-2,100
| -6% | -$115K | 0.22% | 102 |
|
|
2022
Q4 | $2.37M | Sell |
34,337
-41
| -0.1% | -$2.83K | 0.36% | 69 |
|
|
2022
Q3 | $2.75M | Hold |
34,378
| – | – | 0.63% | 31 |
|
|
2022
Q2 | $2.71M | Sell |
34,378
-250
| -0.7% | -$19.7K | 0.7% | 30 |
|
|
2022
Q1 | $3.3M | Buy |
34,628
+18,100
| +110% | +$1.72M | 0.84% | 25 |
|
|
2021
Q4 | $1.4M | Buy |
+16,528
| New | +$1.4M | 0.39% | 48 |
|