CAPTRUST Financial Advisors’s Southern First Bancshares SFST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $2.49M | Buy |
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|
2024
Q2 | $2.13M | Buy |
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|
2024
Q1 | $2.32M | Sell |
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|
2023
Q4 | $2.78M | Sell |
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|
2023
Q3 | $2.02M | Sell |
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|
2023
Q2 | $1.86M | Buy |
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|
2023
Q1 | $2.29M | Sell |
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|
2022
Q4 | $3.42M | Buy |
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|
2022
Q3 | $3.1M | Buy |
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|
2022
Q2 | $2.79M | Buy |
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|
2022
Q1 | $3.13M | Sell |
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|
2021
Q4 | $3.85M | Sell |
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|
2021
Q3 | $3.31M | Buy |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Sell |
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|
2020
Q4 | $195K | Buy |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Buy |
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