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Carolinas Wealth Consulting’s Southern First Bancshares SFST Stock Holding History

Carolinas Wealth Consulting’s Portfolio SFST Stock Details SFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-118
Closed -$4.02K – 1097
2024
Q3 		$4.02K Hold
118
– – ﹤0.01% 697
2024
Q2 		$3.45K Hold
118
– – ﹤0.01% 707
2024
Q1 		$3.75K Hold
118
– – ﹤0.01% 691
2023
Q4 		$4.38K Hold
118
– – ﹤0.01% 637
2023
Q3 		$3.19K Hold
118
– – ﹤0.01% 677
2023
Q2 		$2.92K Hold
118
– – ﹤0.01% 764
2023
Q1 		$3.62K Hold
118
– – ﹤0.01% 738
2022
Q4 		$5.4K Hold
118
– – ﹤0.01% 683
2022
Q3 		$5K Hold
118
– – ﹤0.01% 662
2022
Q2 		$5K Hold
118
– – ﹤0.01% 662
2022
Q1 		$6K Hold
118
– – ﹤0.01% 689
2021
Q4 		$7K Hold
118
– – ﹤0.01% 669
2021
Q3 		$6K Hold
118
– – ﹤0.01% 656
2021
Q2 		$6K Hold
118
– – ﹤0.01% 681
2021
Q1 		$6K Hold
118
– – ﹤0.01% 683
2020
Q4 		$4K Hold
118
– – ﹤0.01% 680
2020
Q3 		$3K Hold
118
– – ﹤0.01% 656
2020
Q2 		$3K Buy
+118
New +$3.2K ﹤0.01% 462

Other funds holding SFST

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's SFST Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Southern First Bancshares (SFST) in Q4 2024, closing a stake of 118 shares — an estimated $4.02K sold.

Carolinas Wealth Consulting first reported a position in SFST in Q2 2020 and held it in 18 quarters. The position peaked at $7K in Q4 2021. 94 funds tracked by Wall St. Rank hold SFST as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining Southern First Bancshares position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 118 Southern First Bancshares shares in Q4 2024, an estimated $4.02K.
  • Carolinas Wealth Consulting first reported a position in Southern First Bancshares in Q2 2020 and held it in 18 quarters.
  • Carolinas Wealth Consulting's Southern First Bancshares position peaked at $7K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Southern First Bancshares as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.