True Wealth Design’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	$78	Hold	1	–	–	﹤0.01%	2300
2025 Q1	$83	Buy	+1	New	+$83	﹤0.01%	2259
2023 Q2	–	Sell	-12	Closed	-$656	–	860
2023 Q1	$656	Buy	+12	New	+$656	﹤0.01%	474