J.P. Morgan Private Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $924K | Sell |
17,705
-199
| -1% | -$10.4K | ﹤0.01% | 1004 |
|
|
2023
Q2 | $733K | Sell |
17,904
-136
| -0.8% | -$5.57K | ﹤0.01% | 879 |
|
|
2023
Q1 | $986K | Buy |
18,040
+1,750
| +11% | +$95.6K | ﹤0.01% | 1169 |
|
|
2022
Q4 | $1.12M | Buy |
16,290
+406
| +3% | +$28K | ﹤0.01% | 1092 |
|
|
2022
Q3 | $1.27M | Buy |
15,884
+2,232
| +16% | +$179K | ﹤0.01% | 1028 |
|
|
2022
Q2 | $1.08M | Sell |
13,652
-468
| -3% | -$36.9K | ﹤0.01% | 1112 |
|
|
2022
Q1 | $1.35M | Buy |
14,120
+2,126
| +18% | +$203K | ﹤0.01% | 1074 |
|
|
2021
Q4 | $1.02M | Buy |
11,994
+2,134
| +22% | +$181K | ﹤0.01% | 1234 |
|
|
2021
Q3 | $767K | Buy |
9,860
+200
| +2% | +$15.6K | ﹤0.01% | 1326 |
|
|
2021
Q2 | $657K | Buy |
+9,660
| New | +$657K | ﹤0.01% | 1380 |
|