Portside Wealth Group’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 | $951K | Sell |
12,265
-797
| -6% | -$61.8K | 0.14% | 155 |
|
|
2025
Q1 | $1.08M | Sell |
13,062
-494
| -4% | -$40.8K | 0.18% | 130 |
|
|
2024
Q4 | $1.15M | Sell |
13,556
-598
| -4% | -$50.7K | 0.19% | 119 |
|
|
2024
Q3 | $1.14M | Sell |
14,154
-331
| -2% | -$26.6K | 0.19% | 121 |
|
|
2024
Q2 | $915K | Sell |
14,485
-580
| -4% | -$36.7K | 0.17% | 131 |
|
|
2024
Q1 | $1,000K | Buy |
15,065
+519
| +4% | +$34.4K | 0.18% | 127 |
|
|
2023
Q4 | $969K | Buy |
14,546
+706
| +5% | +$47K | 0.18% | 129 |
|
|
2023
Q3 | $725K | Sell |
13,840
-340
| -2% | -$17.8K | 0.14% | 153 |
|
|
2023
Q2 | $580K | Buy |
+14,180
| New | +$580K | 0.11% | 181 |
|