Wallace Advisory Group’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 | $318K | Buy |
3,852
+149
| +4% | +$12.3K | 0.23% | 126 |
|
|
2025
Q1 | $314K | Sell |
3,703
-20
| -0.5% | -$1.7K | 0.22% | 134 |
|
|
2024
Q4 | $300K | Sell |
3,723
-241
| -6% | -$19.4K | 0.21% | 137 |
|
|
2024
Q3 | $250K | Hold |
3,964
| – | – | 0.18% | 144 |
|
|
2024
Q2 | $250K | Buy |
+3,964
| New | +$250K | 0.18% | 146 |
|
|
2024
Q1 | – | Sell |
-4,437
| Closed | -$231K | – | 188 |
|
|
2023
Q4 | $231K | Buy |
+4,437
| New | +$231K | 0.18% | 138 |
|
|
2023
Q3 | – | Sell |
-4,805
| Closed | -$262K | – | 185 |
|
|
2023
Q2 | $262K | Hold |
4,805
| – | – | 0.2% | 131 |
|
|
2023
Q1 | $262K | Buy |
+4,805
| New | +$262K | 0.2% | 131 |
|