Concourse Financial Group Securities’s Southern First Bancshares SFST Stock Holding History

Concourse Financial Group Securities’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	-96	Closed	-$3.84K	–	2334
2024 Q3	$3.27K	Hold	96	–	–	﹤0.01%	1929
2024 Q2	$2.81K	Hold	96	–	–	﹤0.01%	1982
2024 Q1	$3.05K	Hold	96	–	–	﹤0.01%	1986
2023 Q4	$3.56K	Hold	96	–	–	﹤0.01%	1925
2023 Q3	$2.59K	Hold	96	–	–	﹤0.01%	1956
2023 Q2	$2.38K	Hold	96	–	–	﹤0.01%	1985
2023 Q1	$2.95K	Hold	96	–	–	﹤0.01%	1988
2022 Q4	$4.39K	Hold	96	–	–	﹤0.01%	1887
2022 Q3	$4K	Hold	96	–	–	﹤0.01%	1693
2022 Q2	$4K	Hold	96	–	–	﹤0.01%	1918
2022 Q1	$5K	Hold	96	–	–	﹤0.01%	1868
2021 Q4	$6K	Hold	96	–	–	﹤0.01%	2009
2021 Q3	$5K	Buy	+96	New	+$4.85K	﹤0.01%	2081

Other funds holding SFST

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concourse Financial Group Securities's SFST Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of Southern First Bancshares (SFST) in Q4 2024, closing a stake of 96 shares — an estimated $3.84K sold.

Concourse Financial Group Securities first reported a position in SFST in Q3 2021 and held it in 13 quarters. The position peaked at $6K in Q4 2021. 94 funds tracked by Wall St. Rank hold SFST as of Q4 2024.

Concourse Financial Group Securities reported no remaining Southern First Bancshares position as of Q4 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 96 Southern First Bancshares shares in Q4 2024, an estimated $3.84K.
Concourse Financial Group Securities first reported a position in Southern First Bancshares in Q3 2021 and held it in 13 quarters.
Concourse Financial Group Securities's Southern First Bancshares position peaked at $6K in Q4 2021.
94 funds tracked by Wall St. Rank held Southern First Bancshares as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.