SWA
Sutton Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-602
| Closed | -$41.5K | – | 1437 |
|
|
2022
Q4 | $41.5K | Buy |
602
+63
| +12% | +$4.34K | 0.02% | 443 |
|
|
2022
Q3 | $43.1K | Buy |
539
+6
| +1% | +$480 | 0.02% | 411 |
|
|
2022
Q2 | $42.1K | Sell |
533
-5
| -0.9% | -$395 | 0.02% | 426 |
|
|
2022
Q1 | $51.3K | Hold |
538
| – | – | 0.02% | 391 |
|
|
2021
Q4 | $45.7K | Buy |
538
+10
| +2% | +$849 | 0.02% | 442 |
|
|
2021
Q3 | $41.1K | Hold |
528
| – | – | 0.02% | 455 |
|
|
2021
Q2 | $35.9K | Buy |
528
+221
| +72% | +$15K | 0.01% | 509 |
|
|
2021
Q1 | $18.8K | Buy |
307
+140
| +84% | +$8.59K | 0.01% | 687 |
|
|
2020
Q4 | $6.73K | Hold |
167
| – | – | ﹤0.01% | 917 |
|
|
2020
Q3 | $5.68K | Buy |
167
+27
| +19% | +$919 | ﹤0.01% | 888 |
|
|
2020
Q2 | $5.01K | Buy |
+140
| New | +$5.01K | ﹤0.01% | 888 |
|
|
2020
Q1 | – | Sell |
-690
| Closed | -$26K | – | 1251 |
|
|
2019
Q4 | $26K | Buy |
+690
| New | +$26K | 0.01% | 501 |
|
|
2019
Q3 | – | Sell |
-557
| Closed | -$19.1K | – | 1214 |
|
|
2019
Q2 | $19.1K | Hold |
557
| – | – | 0.01% | 593 |
|
|
2019
Q1 | $18.8K | Hold |
557
| – | – | 0.01% | 593 |
|
|
2018
Q4 | $17.8K | Hold |
557
| – | – | 0.01% | 561 |
|
|
2018
Q3 | $21.8K | Hold |
557
| – | – | 0.01% | 559 |
|
|
2018
Q2 | $23.2K | Hold |
557
| – | – | 0.02% | 541 |
|
|
2018
Q1 | $22.7K | Hold |
557
| – | – | 0.02% | 523 |
|
|
2017
Q4 | $23.1K | Hold |
557
| – | – | 0.02% | 506 |
|
|
2017
Q3 | $21.6K | Buy |
+557
| New | +$21.6K | 0.02% | 520 |
|