Carson Wealth (CWM LLC)’s Southern First Bancshares SFST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Buy |
811
+202
| +33% | +$7.72K | ﹤0.01% | 3629 |
|
|
2025
Q1 | $20K | Buy |
609
+285
| +88% | +$9.36K | ﹤0.01% | 3679 |
|
|
2024
Q4 | $13K | Buy |
324
+27
| +9% | +$1.08K | ﹤0.01% | 3727 |
|
|
2024
Q3 | $10K | Buy |
297
+92
| +45% | +$3.1K | ﹤0.01% | 3799 |
|
|
2024
Q2 | $6K | Buy |
205
+162
| +377% | +$4.74K | ﹤0.01% | 3805 |
|
|
2024
Q1 | $1K | Buy |
43
+2
| +5% | +$47 | ﹤0.01% | 4206 |
|
|
2023
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 3840 |
|
|
2023
Q3 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 4066 |
|
|
2023
Q1 | – | Sell |
-76
| Closed | -$3K | – | 4305 |
|
|
2022
Q4 | $3K | Hold |
76
| – | – | ﹤0.01% | 3447 |
|
|
2022
Q3 | $3K | Sell |
76
-14
| -16% | -$553 | ﹤0.01% | 3356 |
|
|
2022
Q2 | $4K | Buy |
90
+87
| +2,900% | +$3.87K | ﹤0.01% | 3125 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3815 |
|