SWS
SYSTM Wealth Solutions’s ServisFirst Bancshares SFBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-157
| Closed | -$9.92K | – | 531 |
|
|
2024
Q2 | $9.92K | Sell |
157
-5,858
| -97% | -$370K | ﹤0.01% | 486 |
|
|
2024
Q1 | $401K | Buy |
6,015
+5,858
| +3,731% | +$390K | 0.05% | 306 |
|
|
2023
Q4 | $10.5K | Sell |
157
-5,825
| -97% | -$389K | ﹤0.01% | 821 |
|
|
2023
Q3 | $312K | Hold |
5,982
| – | – | 0.05% | 355 |
|
|
2023
Q2 | $245K | Sell |
5,982
-16
| -0.3% | -$655 | 0.03% | 420 |
|
|
2023
Q1 | $328K | Buy |
5,998
+1,552
| +35% | +$84.8K | 0.05% | 367 |
|
|
2022
Q4 | $306K | Buy |
+4,446
| New | +$306K | 0.04% | 433 |
|