Dimensional Fund 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 | $14.1M | Buy |
370,067
+9,167
| +3% | +$349K | ﹤0.01% | 2127 |
|
|
2025
Q1 | $11.9M | Buy |
360,900
+10,025
| +3% | +$330K | ﹤0.01% | 2175 |
|
|
2024
Q4 | $13.9M | Buy |
350,875
+10,854
| +3% | +$431K | ﹤0.01% | 2169 |
|
|
2024
Q3 | $11.6M | Buy |
340,021
+17,020
| +5% | +$580K | ﹤0.01% | 2239 |
|
|
2024
Q2 | $9.44M | Buy |
323,001
+10,138
| +3% | +$296K | ﹤0.01% | 2290 |
|
|
2024
Q1 | $9.94M | Buy |
312,863
+25,076
| +9% | +$796K | ﹤0.01% | 2313 |
|
|
2023
Q4 | $10.7M | Buy |
287,787
+8,565
| +3% | +$318K | ﹤0.01% | 2297 |
|
|
2023
Q3 | $7.52M | Sell |
279,222
-15,624
| -5% | -$421K | ﹤0.01% | 2384 |
|
|
2023
Q2 | $7.3M | Sell |
294,846
-42,674
| -13% | -$1.06M | ﹤0.01% | 2389 |
|
|
2023
Q1 | $10.4M | Buy |
337,520
+20,262
| +6% | +$622K | ﹤0.01% | 2219 |
|
|
2022
Q4 | $14.5K | Buy |
317,258
+8,690
| +3% | +$398 | ﹤0.01% | 2021 |
|
|
2022
Q3 | $12.9M | Buy |
308,568
+14,278
| +5% | +$595K | ﹤0.01% | 2056 |
|
|
2022
Q2 | $12.8M | Buy |
294,290
+5,767
| +2% | +$251K | ﹤0.01% | 2093 |
|
|
2022
Q1 | $14.7M | Buy |
288,523
+2,676
| +0.9% | +$136K | ﹤0.01% | 2133 |
|
|
2021
Q4 | $17.9M | Sell |
285,847
-2,873
| -1% | -$180K | 0.01% | 2046 |
|
|
2021
Q3 | $15.4M | Sell |
288,720
-1,606
| -0.6% | -$85.9K | 0.01% | 2123 |
|
|
2021
Q2 | $14.9M | Sell |
290,326
-343
| -0.1% | -$17.5K | ﹤0.01% | 2185 |
|
|
2021
Q1 | $13.6M | Sell |
290,669
-7,103
| -2% | -$333K | ﹤0.01% | 2202 |
|
|
2020
Q4 | $10.5M | Buy |
297,772
+1,079
| +0.4% | +$38.1K | ﹤0.01% | 2264 |
|
|
2020
Q3 | $7.17M | Sell |
296,693
-2,516
| -0.8% | -$60.8K | ﹤0.01% | 2340 |
|
|
2020
Q2 | $8.29M | Buy |
299,209
+4,901
| +2% | +$136K | ﹤0.01% | 2276 |
|
|
2020
Q1 | $8.35M | Buy |
294,308
+3,226
| +1% | +$91.5K | ﹤0.01% | 2194 |
|
|
2019
Q4 | $12.4M | Sell |
291,082
-1,854
| -0.6% | -$78.8K | ﹤0.01% | 2272 |
|
|
2019
Q3 | $11.7M | Buy |
292,936
+2,598
| +0.9% | +$104K | ﹤0.01% | 2286 |
|
|
2019
Q2 | $11.4M | Buy |
290,338
+8,964
| +3% | +$351K | ﹤0.01% | 2347 |
|
|
2019
Q1 | $9.53M | Buy |
281,374
+22,034
| +8% | +$746K | ﹤0.01% | 2421 |
|
|
2018
Q4 | $8.32M | Buy |
259,340
+10,067
| +4% | +$323K | ﹤0.01% | 2422 |
|
|
2018
Q3 | $9.8M | Buy |
249,273
+23,889
| +11% | +$939K | ﹤0.01% | 2447 |
|
|
2018
Q2 | $9.96M | Buy |
225,384
+29,189
| +15% | +$1.29M | ﹤0.01% | 2419 |
|
|
2018
Q1 | $8.73M | Buy |
196,195
+20,270
| +12% | +$902K | ﹤0.01% | 2432 |
|
|
2017
Q4 | $7.26M | Buy |
175,925
+13,223
| +8% | +$545K | ﹤0.01% | 2490 |
|
|
2017
Q3 | $5.91M | Buy |
162,702
+3,382
| +2% | +$123K | ﹤0.01% | 2552 |
|
|
2017
Q2 | $5.9M | Sell |
159,320
-12,716
| -7% | -$471K | ﹤0.01% | 2525 |
|
|
2017
Q1 | $5.62M | Sell |
172,036
-5,898
| -3% | -$193K | ﹤0.01% | 2524 |
|
|
2016
Q4 | $6.41M | Sell |
177,934
-6,571
| -4% | -$237K | ﹤0.01% | 2479 |
|
|
2016
Q3 | $5.09M | Sell |
184,505
-8,199
| -4% | -$226K | ﹤0.01% | 2511 |
|
|
2016
Q2 | $4.64M | Buy |
192,704
+571
| +0.3% | +$13.8K | ﹤0.01% | 2522 |
|
|
2016
Q1 | $4.69M | Buy |
192,133
+3,908
| +2% | +$95.4K | ﹤0.01% | 2514 |
|
|
2015
Q4 | $4.25M | Hold |
188,225
| – | – | ﹤0.01% | 2584 |
|
|
2015
Q3 | $3.86M | Buy |
188,225
+520
| +0.3% | +$10.7K | ﹤0.01% | 2611 |
|
|
2015
Q2 | $3.36M | Buy |
187,705
+1,448
| +0.8% | +$25.9K | ﹤0.01% | 2709 |
|
|
2015
Q1 | $3.17M | Hold |
186,257
| – | – | ﹤0.01% | 2702 |
|
|
2014
Q4 | $3.04M | Buy |
186,257
+1,081
| +0.6% | +$17.7K | ﹤0.01% | 2732 |
|
|
2014
Q3 | $2.57M | Buy |
185,176
+61
| +0% | +$848 | ﹤0.01% | 2774 |
|
|
2014
Q2 | $2.49M | Hold |
185,115
| – | – | ﹤0.01% | 2793 |
|
|
2014
Q1 | $2.57M | Hold |
185,115
| – | – | ﹤0.01% | 2775 |
|
|
2013
Q4 | $2.47M | Hold |
185,115
| – | – | ﹤0.01% | 2797 |
|
|
2013
Q3 | $2.48M | Hold |
185,115
| – | – | ﹤0.01% | 2798 |
|
|
2013
Q2 | $2M | Buy |
+185,115
| New | +$2M | ﹤0.01% | 2824 |
|