Spire Wealth Management’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 | $3.1K | Hold |
40
| – | – | ﹤0.01% | 2077 |
|
|
2025
Q1 | $3.3K | Hold |
40
| – | – | ﹤0.01% | 2169 |
|
|
2024
Q4 | $3.39K | Hold |
40
| – | – | ﹤0.01% | 2141 |
|
|
2024
Q3 | $3.22K | Hold |
40
| – | – | ﹤0.01% | 1910 |
|
|
2024
Q2 | $2.53K | Hold |
40
| – | – | ﹤0.01% | 1967 |
|
|
2024
Q1 | $2.65K | Hold |
40
| – | – | ﹤0.01% | 2043 |
|
|
2023
Q4 | $2.55K | Hold |
40
| – | – | ﹤0.01% | 2095 |
|
|
2023
Q3 | $2.09K | Sell |
40
-1,151
| -97% | -$60.1K | ﹤0.01% | 2132 |
|
|
2023
Q2 | $48.7K | Hold |
1,191
| – | – | ﹤0.01% | 1210 |
|
|
2023
Q1 | $65.1K | Buy |
1,191
+354
| +42% | +$19.3K | ﹤0.01% | 1095 |
|
|
2022
Q4 | $58K | Sell |
837
-86
| -9% | -$5.96K | ﹤0.01% | 935 |
|
|
2022
Q3 | $74K | Hold |
923
| – | – | ﹤0.01% | 809 |
|
|
2022
Q2 | $73K | Hold |
923
| – | – | ﹤0.01% | 1153 |
|
|
2022
Q1 | $88K | Buy |
+923
| New | +$88K | ﹤0.01% | 1209 |
|