Foster Victor Wealth 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 | $409K | Hold |
10,287
| – | – | 0.03% | 154 |
|
|
2025
Q1 | $317K | Buy |
10,287
+631
| +7% | +$19.4K | 0.03% | 158 |
|
|
2024
Q4 | $357K | Sell |
9,656
-639
| -6% | -$23.6K | 0.03% | 146 |
|
|
2024
Q3 | $351K | Buy |
10,295
+312
| +3% | +$10.6K | 0.03% | 145 |
|
|
2024
Q2 | $333K | Buy |
9,983
+1,614
| +19% | +$53.8K | 0.03% | 147 |
|
|
2024
Q1 | $225K | Buy |
+8,369
| New | +$225K | 0.02% | 159 |
|
|
2023
Q1 | – | Sell |
-6,536
| Closed | -$291K | – | 174 |
|
|
2022
Q4 | $291K | Sell |
6,536
-400
| -6% | -$17.8K | 0.04% | 123 |
|
|
2022
Q3 | $297K | Buy |
6,936
+240
| +4% | +$10.3K | 0.04% | 114 |
|
|
2022
Q2 | $294K | Buy |
6,696
+214
| +3% | +$9.4K | 0.04% | 113 |
|
|
2022
Q1 | $321K | Buy |
6,482
+1,966
| +44% | +$97.4K | 0.04% | 109 |
|
|
2021
Q4 | $279K | Buy |
4,516
+700
| +18% | +$43.2K | 0.04% | 122 |
|
|
2021
Q3 | $204K | Buy |
+3,816
| New | +$204K | 0.03% | 134 |
|