Charles Schwab’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 | $858K | Buy |
22,574
+898
| +4% | +$34.2K | ﹤0.01% | 2945 |
|
|
2025
Q1 | $714K | Buy |
21,676
+106
| +0.5% | +$3.49K | ﹤0.01% | 2962 |
|
|
2024
Q4 | $857K | Buy |
21,570
+88
| +0.4% | +$3.5K | ﹤0.01% | 2963 |
|
|
2024
Q3 | $732K | Sell |
21,482
-84
| -0.4% | -$2.86K | ﹤0.01% | 3020 |
|
|
2024
Q2 | $631K | Buy |
21,566
+1,056
| +5% | +$30.9K | ﹤0.01% | 3096 |
|
|
2024
Q1 | $651K | Hold |
20,510
| – | – | ﹤0.01% | 2925 |
|
|
2023
Q4 | $761K | Hold |
20,510
| – | – | ﹤0.01% | 2921 |
|
|
2023
Q3 | $553K | Hold |
20,510
| – | – | ﹤0.01% | 3011 |
|
|
2023
Q2 | $508K | Buy |
20,510
+69
| +0.3% | +$1.71K | ﹤0.01% | 3046 |
|
|
2023
Q1 | $628K | Buy |
20,441
+493
| +2% | +$15.1K | ﹤0.01% | 2879 |
|
|
2022
Q4 | $913K | Buy |
19,948
+350
| +2% | +$16K | ﹤0.01% | 2797 |
|
|
2022
Q3 | $817K | Sell |
19,598
-25
| -0.1% | -$1.04K | ﹤0.01% | 2851 |
|
|
2022
Q2 | $856K | Buy |
19,623
+261
| +1% | +$11.4K | ﹤0.01% | 2852 |
|
|
2022
Q1 | $985K | Buy |
19,362
+501
| +3% | +$25.5K | ﹤0.01% | 2852 |
|
|
2021
Q4 | $1.18M | Hold |
18,861
| – | – | ﹤0.01% | 2847 |
|
|
2021
Q3 | $1.01M | Buy |
18,861
+629
| +3% | +$33.7K | ﹤0.01% | 2869 |
|
|
2021
Q2 | $933K | Sell |
18,232
-45
| -0.2% | -$2.3K | ﹤0.01% | 2956 |
|
|
2021
Q1 | $857K | Buy |
18,277
+1,549
| +9% | +$72.6K | ﹤0.01% | 2903 |
|
|
2020
Q4 | $592K | Sell |
16,728
-10
| -0.1% | -$354 | ﹤0.01% | 2928 |
|
|
2020
Q3 | $405K | Sell |
16,738
-788
| -4% | -$19.1K | ﹤0.01% | 2939 |
|
|
2020
Q2 | $486K | Buy |
17,526
+718
| +4% | +$19.9K | ﹤0.01% | 2842 |
|
|
2020
Q1 | $477K | Buy |
16,808
+1
| +0% | +$28 | ﹤0.01% | 2729 |
|
|
2019
Q4 | $715K | Hold |
16,807
| – | – | ﹤0.01% | 2701 |
|
|
2019
Q3 | $670K | Buy |
16,807
+721
| +4% | +$28.7K | ﹤0.01% | 2691 |
|
|
2019
Q2 | $630K | Buy |
16,086
+834
| +5% | +$32.7K | ﹤0.01% | 2720 |
|
|
2019
Q1 | $517K | Buy |
15,252
+377
| +3% | +$12.8K | ﹤0.01% | 2755 |
|
|
2018
Q4 | $478K | Hold |
14,875
| – | – | ﹤0.01% | 2785 |
|
|
2018
Q3 | $585K | Hold |
14,875
| – | – | ﹤0.01% | 2782 |
|
|
2018
Q2 | $658K | Buy |
14,875
+3,775
| +34% | +$167K | ﹤0.01% | 2703 |
|
|
2018
Q1 | $494K | Hold |
11,100
| – | – | ﹤0.01% | 2733 |
|
|
2017
Q4 | $458K | Buy |
11,100
+2,300
| +26% | +$94.9K | ﹤0.01% | 2741 |
|
|
2017
Q3 | $320K | Hold |
8,800
| – | – | ﹤0.01% | 2850 |
|
|
2017
Q2 | $327K | Hold |
8,800
| – | – | ﹤0.01% | 2832 |
|
|
2017
Q1 | $288K | Hold |
8,800
| – | – | ﹤0.01% | 2832 |
|
|
2016
Q4 | $317K | Hold |
8,800
| – | – | ﹤0.01% | 2828 |
|
|
2016
Q3 | $243K | Hold |
8,800
| – | – | ﹤0.01% | 2856 |
|
|
2016
Q2 | $213K | Buy |
+8,800
| New | +$213K | ﹤0.01% | 2914 |
|