Steward Partners Investment Advisory’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 | $698 | Sell |
9
-35
| -80% | -$2.71K | ﹤0.01% | 3930 |
|
|
2025
Q1 | $3.63K | Buy |
44
+6
| +16% | +$496 | ﹤0.01% | 3475 |
|
|
2024
Q4 | $3.22K | Buy |
38
+12
| +46% | +$1.02K | ﹤0.01% | 3499 |
|
|
2024
Q3 | $2.09K | Buy |
+26
| New | +$2.09K | ﹤0.01% | 3430 |
|
|
2024
Q2 | – | Sell |
-122
| Closed | -$8.1K | – | 3705 |
|
|
2024
Q1 | $8.1K | Buy |
+122
| New | +$8.1K | ﹤0.01% | 2888 |
|
|
2022
Q2 | – | Sell |
-196
| Closed | -$19K | – | 3359 |
|
|
2022
Q1 | $19K | Buy |
+196
| New | +$19K | ﹤0.01% | 2400 |
|
|
2019
Q4 | – | Sell |
-38
| Closed | -$1K | – | 2727 |
|
|
2019
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 2551 |
|
|
2019
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 2552 |
|
|
2018
Q4 | – | Sell |
-38
| Closed | -$1K | – | 1917 |
|
|
2018
Q3 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 2525 |
|