HB Wealth Management’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 | – | Sell |
-19,179
| Closed | -$1.58M | – | 1258 |
|
|
2025
Q1 | $1.58M | Buy |
19,179
+67
| +0.4% | +$5.53K | 0.01% | 422 |
|
|
2024
Q4 | $1.62M | Buy |
19,112
+1,063
| +6% | +$90.1K | 0.02% | 317 |
|
|
2024
Q3 | $1.45M | Sell |
18,049
-211
| -1% | -$17K | 0.02% | 322 |
|
|
2024
Q2 | $1.15M | Sell |
18,260
-778
| -4% | -$49.2K | 0.01% | 339 |
|
|
2024
Q1 | $1.26M | Buy |
19,038
+11
| +0.1% | +$730 | 0.02% | 306 |
|
|
2023
Q4 | $1.27M | Buy |
19,027
+1,542
| +9% | +$103K | 0.02% | 287 |
|
|
2023
Q3 | $912K | Buy |
17,485
+15
| +0.1% | +$783 | 0.01% | 307 |
|
|
2023
Q2 | $715K | Buy |
17,470
+547
| +3% | +$22.4K | 0.01% | 348 |
|
|
2023
Q1 | $925K | Hold |
16,923
| – | – | 0.02% | 299 |
|
|
2022
Q4 | $1.17M | Buy |
+16,923
| New | +$1.17M | 0.02% | 262 |
|