Venturi Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-52
| Closed | -$4.41K | – | 1588 |
|
|
2024
Q4 | $4.41K | Hold |
52
| – | – | ﹤0.01% | 1723 |
|
|
2024
Q3 | $4.18K | Hold |
52
| – | – | ﹤0.01% | 1527 |
|
|
2024
Q2 | $3.29K | Hold |
52
| – | – | ﹤0.01% | 1300 |
|
|
2024
Q1 | $3.45K | Sell |
52
-5
| -9% | -$332 | ﹤0.01% | 1155 |
|
|
2023
Q4 | $3.8K | Hold |
57
| – | – | ﹤0.01% | 1088 |
|
|
2023
Q3 | $2.97K | Hold |
57
| – | – | ﹤0.01% | 1086 |
|
|
2023
Q2 | $2.33K | Hold |
57
| – | – | ﹤0.01% | 896 |
|
|
2023
Q1 | $3.11K | Buy |
+57
| New | +$3.11K | ﹤0.01% | 924 |
|