TrueWealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.28M | Hold |
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|
2025
Q2 | $5.08M | Buy |
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|
2025
Q1 | $5.41M | Sell |
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|
2024
Q4 | $5.58M | Buy |
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|
2024
Q3 | $5.3M | Buy |
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|
2024
Q2 | $4.16M | Buy |
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|
2024
Q1 | $4.37M | Buy |
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|
2023
Q4 | $4.39M | Buy |
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|
2023
Q3 | $3.43M | Buy |
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|
2023
Q2 | $2.69M | Sell |
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|
2023
Q1 | $5.42M | Buy |
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|
2022
Q4 | $6.81M | Hold |
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|
2022
Q3 | $7.9M | Hold |
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|
2022
Q2 | $7.79M | Hold |
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|
2022
Q1 | $8.39M | Hold |
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|
2021
Q4 | $8.39M | Buy |
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|
2021
Q3 | $2.7M | Hold |
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|
2021
Q2 | $2.36M | Hold |
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|
2021
Q1 | $2.13M | Hold |
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|
2020
Q4 | $1.5M | Buy |
|