TCI Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-57
| Closed | -$3.11K | – | 1889 |
|
|
2023
Q1 | $3.11K | Sell |
57
-18
| -24% | -$983 | ﹤0.01% | 1838 |
|
|
2022
Q4 | $5.17K | Sell |
75
-1
| -1% | -$69 | ﹤0.01% | 1503 |
|
|
2022
Q3 | $6K | Buy |
76
+3
| +4% | +$237 | ﹤0.01% | 1373 |
|
|
2022
Q2 | $6K | Hold |
73
| – | – | ﹤0.01% | 1395 |
|
|
2022
Q1 | $7K | Hold |
73
| – | – | ﹤0.01% | 1348 |
|
|
2021
Q4 | $6K | Hold |
73
| – | – | ﹤0.01% | 1571 |
|
|
2021
Q3 | $6K | Buy |
73
+23
| +46% | +$1.89K | ﹤0.01% | 1490 |
|
|
2021
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1829 |
|