SWM
SFBS

Spire Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Spire Wealth Management’s Portfolio SFBS Stock Details SFBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-40
Closed -$3.22K – 2462
2025
Q3 		$3.22K Hold
40
– – ﹤0.01% 2060
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% -$60.9K ﹤0.01% 2132
2023
Q2 		$48.7K Hold
1,191
– – ﹤0.01% 1210
2023
Q1 		$65.1K Buy
1,191
+354
+42% +$23.7K ﹤0.01% 1095
2022
Q4 		$58K Sell
837
-86
-9% -$6.42K ﹤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 +$80.6K ﹤0.01% 1209

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WG
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