JFS Wealth Advisors’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 | $3.95K | Buy |
51
+1
| +2% | +$78 | ﹤0.01% | 1164 |
|
|
2025
Q1 | $4.13K | Hold |
50
| – | – | ﹤0.01% | 1198 |
|
|
2024
Q4 | $4.24K | Buy |
50
+1
| +2% | +$85 | ﹤0.01% | 1190 |
|
|
2024
Q3 | $3.94K | Buy |
49
+1
| +2% | +$80 | ﹤0.01% | 1206 |
|
|
2024
Q2 | $3.03K | Hold |
48
| – | – | ﹤0.01% | 1266 |
|
|
2024
Q1 | $3.19K | Buy |
48
+1
| +2% | +$66 | ﹤0.01% | 1274 |
|
|
2023
Q4 | $3.13K | Buy |
47
+14
| +42% | +$933 | ﹤0.01% | 1241 |
|
|
2023
Q3 | $1.72K | Buy |
33
+7
| +27% | +$365 | ﹤0.01% | 1418 |
|
|
2023
Q2 | $1.06K | Buy |
26
+17
| +189% | +$696 | ﹤0.01% | 1585 |
|
|
2023
Q1 | $492 | Sell |
9
-25
| -74% | -$1.37K | ﹤0.01% | 1722 |
|
|
2022
Q4 | $2.34K | Sell |
34
-5
| -13% | -$345 | ﹤0.01% | 1314 |
|
|
2022
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 1236 |
|
|
2022
Q2 | $3K | Sell |
39
-5
| -11% | -$385 | ﹤0.01% | 1235 |
|
|
2022
Q1 | $4K | Buy |
44
+24
| +120% | +$2.18K | ﹤0.01% | 1174 |
|
|
2021
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1155 |
|