Kestra Advisory Services’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 | $982K | Sell |
12,672
-219
| -2% | -$17K | ﹤0.01% | 1485 |
|
|
2025
Q1 | $1.06M | Buy |
12,891
+1,492
| +13% | +$123K | 0.01% | 1358 |
|
|
2024
Q4 | $966K | Buy |
11,399
+294
| +3% | +$24.9K | 0.01% | 1439 |
|
|
2024
Q3 | $893K | Sell |
11,105
-366
| -3% | -$29.4K | ﹤0.01% | 1390 |
|
|
2024
Q2 | $725K | Buy |
11,471
+190
| +2% | +$12K | ﹤0.01% | 1518 |
|
|
2024
Q1 | $749K | Buy |
11,281
+272
| +2% | +$18.1K | 0.01% | 1417 |
|
|
2023
Q4 | $734K | Buy |
+11,009
| New | +$734K | 0.01% | 1286 |
|