ELCO Management’s Southern First Bancshares SFST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $304K | Hold |
5,582
| – | – | 0.15% | 122 |
|
|
2025
Q4 | $288K | Hold |
5,582
| – | – | 0.18% | 115 |
|
|
2025
Q3 | $246K | Sell |
5,582
-1,367
| -20% | -$58.4K | 0.13% | 129 |
|
|
2025
Q2 | $264K | Hold |
6,949
| – | – | 0.14% | 125 |
|
|
2025
Q1 | $229K | Sell |
6,949
-746
| -10% | -$26.1K | 0.13% | 129 |
|
|
2024
Q4 | $306K | Sell |
7,695
-147
| -2% | -$5.88K | 0.16% | 115 |
|
|
2024
Q3 | $267K | Hold |
7,842
| – | – | 0.14% | 131 |
|
|
2024
Q2 | $229K | Buy |
7,842
+225
| +3% | +$6.18K | 0.13% | 133 |
|
|
2024
Q1 | $242K | Sell |
7,617
-82
| -1% | -$2.82K | 0.15% | 124 |
|
|
2023
Q4 | $286K | Hold |
7,699
| – | – | 0.19% | 108 |
|
|
2023
Q3 | $207K | Buy |
+7,699
| New | +$214K | 0.15% | 115 |
|
|
2023
Q2 | – | Sell |
-10,796
| Closed | -$331K | – | 137 |
|
|
2023
Q1 | $331K | Hold |
10,796
| – | – | 0.24% | 89 |
|
|
2022
Q4 | $494K | Sell |
10,796
-122
| -1% | -$5.54K | 0.37% | 68 |
|
|
2022
Q3 | $455K | Hold |
10,918
| – | – | 0.36% | 63 |
|
|
2022
Q2 | $476K | Hold |
10,918
| – | – | 0.39% | 59 |
|
|
2022
Q1 | $555K | Hold |
10,918
| – | – | 0.38% | 61 |
|
|
2021
Q4 | $682K | Hold |
10,918
| – | – | 0.49% | 52 |
|
|
2021
Q3 | $584K | Sell |
10,918
-25
| -0.2% | -$1.26K | 0.45% | 64 |
|
|
2021
Q2 | $560K | Sell |
10,943
-2,046
| -16% | -$106K | 0.42% | 66 |
|
|
2021
Q1 | $609K | Sell |
12,989
-7,182
| -36% | -$313K | 0.55% | 60 |
|
|
2020
Q4 | $713K | Hold |
20,171
| – | – | 0.61% | 47 |
|
|
2020
Q3 | $487K | Buy |
+20,171
| New | +$511K | 0.4% | 60 |
|
|
2018
Q2 | – | Sell |
-7,224
| Closed | -$321K | – | 145 |
|
|
2018
Q1 | $321K | Sell |
7,224
-1,958
| -21% | -$85.8K | 0.19% | 104 |
|
|
2017
Q4 | $379K | Sell |
9,182
-23,985
| -72% | -$953K | 0.21% | 104 |
|
|
2017
Q3 | $1.21M | Buy |
33,167
+1,212
| +4% | +$43.8K | 0.68% | 48 |
|
|
2017
Q2 | $1.18M | Sell |
31,955
-1,115
| -3% | -$38.3K | 0.69% | 48 |
|
|
2017
Q1 | $1.08M | Buy |
33,070
+3,834
| +13% | +$131K | 0.58% | 60 |
|
|
2016
Q4 | $1.05M | Sell |
29,236
-2,229
| -7% | -$67.2K | 0.58% | 59 |
|
|
2016
Q3 | $868K | Buy |
+31,465
| New | +$866K | 0.35% | 71 |
|
Other funds holding SFST
FCM
ECA
VCM
RIP
BFC