LifeSteps Financial’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 | $233K | Hold |
3,000
| – | – | 0.16% | 80 |
|
|
2025
Q1 | $248K | Hold |
3,000
| – | – | 0.2% | 73 |
|
|
2024
Q4 | $254K | Hold |
3,000
| – | – | 0.2% | 74 |
|
|
2024
Q3 | $241K | Buy |
+3,000
| New | +$241K | 0.19% | 72 |
|
|
2024
Q2 | – | Sell |
-3,200
| Closed | -$212K | – | 347 |
|
|
2024
Q1 | $212K | Hold |
3,200
| – | – | 0.16% | 80 |
|
|
2023
Q4 | $213K | Buy |
+3,200
| New | +$213K | 0.19% | 76 |
|