Foster Victor Wealth Advisors’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
$556K Buy
9,453
+159
+2% +$8.79K 0.03% 160
2025
Q4
$518K Sell
9,294
-750
-7% -$36K 0.03% 158
2025
Q3
$441K Sell
10,044
-243
-2% -$10.4K 0.03% 158
2025
Q2
$409K Hold
10,287
0.03% 154
2025
Q1
$317K Buy
10,287
+631
+7% +$22.1K 0.03% 158
2024
Q4
$357K Sell
9,656
-639
-6% -$25.6K 0.03% 146
2024
Q3
$351K Buy
10,295
+312
+3% +$10K 0.03% 145
2024
Q2
$333K Buy
9,983
+1,614
+19% +$44.3K 0.03% 147
2024
Q1
$225K Buy
+8,369
New +$288K 0.02% 159
2023
Q1
Sell
-6,536
Closed -$291K 174
2022
Q4
$291K Sell
6,536
-400
-6% -$18.2K 0.04% 123
2022
Q3
$297K Buy
6,936
+240
+4% +$10.6K 0.04% 114
2022
Q2
$294K Buy
6,696
+214
+3% +$9.73K 0.04% 113
2022
Q1
$321K Buy
6,482
+1,966
+44% +$113K 0.04% 109
2021
Q4
$279K Buy
4,516
+700
+18% +$41.2K 0.04% 122
2021
Q3
$204K Buy
+3,816
New +$193K 0.03% 134

Other funds holding SFST