Colonial Trust Advisors’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 | $184K | Hold |
4,848
| – | – | 0.02% | 204 |
|
|
2025
Q1 | $160K | Sell |
4,848
-877
| -15% | -$28.9K | 0.01% | 220 |
|
|
2024
Q4 | $228K | Buy |
5,725
+877
| +18% | +$34.9K | 0.02% | 185 |
|
|
2024
Q3 | $165K | Hold |
4,848
| – | – | 0.01% | 217 |
|
|
2024
Q2 | $142K | Buy |
4,848
+275
| +6% | +$8.04K | 0.01% | 208 |
|
|
2024
Q1 | $145K | Hold |
4,573
| – | – | 0.01% | 205 |
|
|
2023
Q4 | $170K | Hold |
4,573
| – | – | 0.02% | 197 |
|
|
2023
Q3 | $123K | Sell |
4,573
-500
| -10% | -$13.5K | 0.01% | 220 |
|
|
2023
Q2 | $126K | Hold |
5,073
| – | – | 0.01% | 224 |
|
|
2023
Q1 | $156K | Hold |
5,073
| – | – | 0.02% | 207 |
|
|
2022
Q4 | $232K | Hold |
5,073
| – | – | 0.03% | 190 |
|
|
2022
Q3 | $211K | Hold |
5,073
| – | – | 0.03% | 184 |
|
|
2022
Q2 | $221K | Hold |
5,073
| – | – | 0.03% | 159 |
|
|
2022
Q1 | $258K | Hold |
5,073
| – | – | 0.03% | 165 |
|
|
2021
Q4 | $317K | Sell |
5,073
-115
| -2% | -$7.19K | 0.04% | 157 |
|
|
2021
Q3 | $278K | Buy |
5,188
+95
| +2% | +$5.09K | 0.03% | 163 |
|
|
2021
Q2 | $261K | Buy |
5,093
+563
| +12% | +$28.9K | 0.03% | 170 |
|
|
2021
Q1 | $212K | Buy |
+4,530
| New | +$212K | 0.03% | 177 |
|
|
2018
Q3 | – | Sell |
-4,530
| Closed | -$200K | – | 151 |
|
|
2018
Q2 | $200K | Buy |
+4,530
| New | +$200K | 0.04% | 145 |
|