CAPTRUST Financial Advisors’s Southern First Bancshares SFST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
31,190
+67
| +0.2% | +$2.55K | ﹤0.01% | 1255 |
|
|
2025
Q1 | $1.02M | Buy |
31,123
+672
| +2% | +$22.1K | ﹤0.01% | 1258 |
|
|
2024
Q4 | $1.21M | Sell |
30,451
-42,583
| -58% | -$1.69M | ﹤0.01% | 1138 |
|
|
2024
Q3 | $2.49M | Buy |
73,034
+29
| +0% | +$988 | 0.01% | 777 |
|
|
2024
Q2 | $2.13M | Buy |
73,005
+66
| +0.1% | +$1.93K | 0.01% | 794 |
|
|
2024
Q1 | $2.32M | Sell |
72,939
-1,865
| -2% | -$59.2K | 0.01% | 746 |
|
|
2023
Q4 | $2.78M | Sell |
74,804
-297
| -0.4% | -$11K | 0.01% | 774 |
|
|
2023
Q3 | $2.02M | Sell |
75,101
-219
| -0.3% | -$5.9K | 0.01% | 850 |
|
|
2023
Q2 | $1.86M | Buy |
75,320
+810
| +1% | +$20K | 0.01% | 862 |
|
|
2023
Q1 | $2.29M | Sell |
74,510
-149
| -0.2% | -$4.57K | 0.01% | 697 |
|
|
2022
Q4 | $3.42M | Buy |
74,659
+227
| +0.3% | +$10.4K | 0.02% | 550 |
|
|
2022
Q3 | $3.1M | Buy |
74,432
+10,457
| +16% | +$436K | 0.02% | 537 |
|
|
2022
Q2 | $2.79M | Buy |
63,975
+2,412
| +4% | +$105K | 0.02% | 515 |
|
|
2022
Q1 | $3.13M | Sell |
61,563
-33
| -0.1% | -$1.68K | 0.02% | 479 |
|
|
2021
Q4 | $3.85M | Sell |
61,596
-217
| -0.4% | -$13.6K | 0.03% | 419 |
|
|
2021
Q3 | $3.31M | Buy |
61,813
+61,695
| +52,284% | +$3.3M | 0.03% | 407 |
|
|
2021
Q2 | $6K | Hold |
118
| – | – | ﹤0.01% | 3795 |
|
|
2021
Q1 | $6K | Sell |
118
-5,396
| -98% | -$274K | ﹤0.01% | 3669 |
|
|
2020
Q4 | $195K | Buy |
5,514
+5,422
| +5,893% | +$192K | ﹤0.01% | 1196 |
|
|
2020
Q3 | $2K | Hold |
92
| – | – | ﹤0.01% | 2805 |
|
|
2020
Q2 | $2K | Buy |
+92
| New | +$2K | ﹤0.01% | 2632 |
|