Carroll Financial Associates’s Southern First Bancshares SFST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-73
| Closed | -$2K | – | 1259 |
|
|
2017
Q2 | $2K | Hold |
73
| – | – | ﹤0.01% | 1101 |
|
|
2017
Q1 | $2K | Hold |
73
| – | – | ﹤0.01% | 1103 |
|
|
2016
Q4 | $2K | Hold |
73
| – | – | ﹤0.01% | 1059 |
|
|
2016
Q3 | $2K | Hold |
73
| – | – | ﹤0.01% | 1076 |
|
|
2016
Q2 | $1K | Hold |
73
| – | – | ﹤0.01% | 1107 |
|
|
2016
Q1 | $1K | Hold |
73
| – | – | ﹤0.01% | 1092 |
|
|
2015
Q4 | $1K | Hold |
73
| – | – | ﹤0.01% | 1059 |
|
|
2015
Q3 | $1K | Hold |
73
| – | – | ﹤0.01% | 1033 |
|
|
2015
Q2 | $1K | Buy |
+73
| New | +$1K | ﹤0.01% | 1033 |
|
|
2014
Q4 | – | Sell |
-73
| Closed | -$1K | – | 868 |
|
|
2014
Q3 | $1K | Buy |
+73
| New | +$1K | ﹤0.01% | 792 |
|
|
2014
Q2 | – | Sell |
-292
| Closed | -$4K | – | 952 |
|
|
2014
Q1 | $4K | Buy |
+292
| New | +$4K | ﹤0.01% | 691 |
|