TrueWealth Advisors’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 | $5.08M | Buy |
65,563
+7
| +0% | +$543 | 1.5% | 16 |
|
|
2025
Q1 | $5.41M | Sell |
65,556
-294
| -0.4% | -$24.3K | 1.78% | 13 |
|
|
2024
Q4 | $5.58M | Buy |
65,850
+5
| +0% | +$424 | 1.86% | 10 |
|
|
2024
Q3 | $5.3M | Buy |
65,845
+7
| +0% | +$563 | 1.77% | 11 |
|
|
2024
Q2 | $4.16M | Buy |
65,838
+7
| +0% | +$442 | 1.54% | 13 |
|
|
2024
Q1 | $4.37M | Buy |
65,831
+7
| +0% | +$465 | 1.69% | 11 |
|
|
2023
Q4 | $4.39M | Buy |
65,824
+7
| +0% | +$466 | 1.7% | 14 |
|
|
2023
Q3 | $3.43M | Buy |
65,817
+10
| +0% | +$522 | 1.45% | 16 |
|
|
2023
Q2 | $2.69M | Sell |
65,807
-33,353
| -34% | -$1.36M | 1.11% | 22 |
|
|
2023
Q1 | $5.42M | Buy |
99,160
+400
| +0.4% | +$21.9K | 2.27% | 11 |
|
|
2022
Q4 | $6.81M | Hold |
98,760
| – | – | 2.98% | 9 |
|
|
2022
Q3 | $7.9M | Hold |
98,760
| – | – | 3.74% | 7 |
|
|
2022
Q2 | $7.79M | Hold |
98,760
| – | – | 3.62% | 5 |
|
|
2022
Q1 | $8.39M | Hold |
98,760
| – | – | 3.77% | 3 |
|
|
2021
Q4 | $8.39M | Buy |
98,760
+64,060
| +185% | +$5.44M | 3.77% | 3 |
|
|
2021
Q3 | $2.7M | Hold |
34,700
| – | – | 1.52% | 16 |
|
|
2021
Q2 | $2.36M | Hold |
34,700
| – | – | 1.38% | 19 |
|
|
2021
Q1 | $2.14M | Hold |
34,700
| – | – | 1.39% | 17 |
|
|
2020
Q4 | $1.5M | Buy |
+34,700
| New | +$1.5M | 1.29% | 28 |
|