PWS
Precision Wealth Strategies’s ServisFirst Bancshares SFBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Buy |
7,889
+180
| +2% | +$14K | 0.2% | 91 |
|
|
2025
Q1 | $637K | Buy |
7,709
+364
| +5% | +$30.1K | 0.49% | 37 |
|
|
2024
Q4 | $622K | Buy |
7,345
+133
| +2% | +$11.3K | 0.48% | 31 |
|
|
2024
Q3 | $580K | Sell |
7,212
-93
| -1% | -$7.48K | 0.54% | 33 |
|
|
2024
Q2 | $462K | Sell |
7,305
-563
| -7% | -$35.6K | 0.48% | 38 |
|
|
2024
Q1 | $522K | Buy |
7,868
+191
| +2% | +$12.7K | 0.49% | 36 |
|
|
2023
Q4 | $512K | Sell |
7,677
-35
| -0.5% | -$2.33K | 0.5% | 30 |
|
|
2023
Q3 | $402K | Buy |
7,712
+367
| +5% | +$19.1K | 0.44% | 33 |
|
|
2023
Q2 | $301K | Sell |
7,345
-109
| -1% | -$4.46K | 0.49% | 43 |
|
|
2023
Q1 | $407K | Sell |
7,454
-162
| -2% | -$8.85K | 0.64% | 37 |
|
|
2022
Q4 | $525K | Sell |
7,616
-89
| -1% | -$6.13K | 0.55% | 35 |
|
|
2022
Q3 | $550K | Sell |
7,705
-874
| -10% | -$62.4K | 0.49% | 40 |
|
|
2022
Q2 | $661K | Buy |
8,579
+1,766
| +26% | +$136K | 0.52% | 34 |
|
|
2022
Q1 | $649K | Buy |
6,813
+407
| +6% | +$38.8K | 0.39% | 51 |
|
|
2021
Q4 | $544K | Buy |
6,406
+825
| +15% | +$70.1K | 0.39% | 72 |
|
|
2021
Q3 | $434K | Buy |
+5,581
| New | +$434K | 0.34% | 72 |
|