Journey Strategic Wealth’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 | $211K | Buy |
2,726
+28
| +1% | +$2.17K | 0.01% | 598 |
|
|
2025
Q1 | $223K | Buy |
2,698
+2
| +0.1% | +$165 | 0.01% | 438 |
|
|
2024
Q4 | $228K | Sell |
2,696
-4
| -0.1% | -$339 | 0.01% | 427 |
|
|
2024
Q3 | $217K | Buy |
+2,700
| New | +$217K | 0.01% | 449 |
|
|
2023
Q1 | – | Sell |
-3,158
| Closed | -$218K | – | 281 |
|
|
2022
Q4 | $218K | Sell |
3,158
-1,007
| -24% | -$69.4K | 0.03% | 198 |
|
|
2022
Q3 | $334K | Buy |
+4,165
| New | +$334K | 0.05% | 94 |
|
|
2022
Q2 | – | Sell |
-4,135
| Closed | -$394K | – | 200 |
|
|
2022
Q1 | $394K | Hold |
4,135
| – | – | 0.04% | 74 |
|
|
2021
Q4 | $351K | Buy |
+4,135
| New | +$351K | 0.04% | 107 |
|