GAMMA Investing’s Southern First Bancshares SFST Stock Holding History

GAMMA Investing’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
2026 Q2	$10.9K	Sell	179 -10	-5%	-$576	﹤0.01%	3161
2026 Q1	$10.3K	Sell	189 -6	-3%	-$332	﹤0.01%	3056
2025 Q4	$10K	Buy	195 +58	+42%	+$2.78K	﹤0.01%	2972
2025 Q3	$6.04K	Buy	137 +25	+22%	+$1.07K	﹤0.01%	3097
2025 Q2	$4.26K	Sell	112 -101	-47%	-$3.54K	﹤0.01%	3184
2025 Q1	$7.01K	Buy	213 +141	+196%	+$4.94K	﹤0.01%	2922
2024 Q4	$2.86K	Buy	72 +23	+47%	+$920	﹤0.01%	3106
2024 Q3	$1.67K	Buy	49 +5	+11%	+$161	﹤0.01%	3122
2024 Q2	$1.29K	Buy	+44	New	+$1.21K	﹤0.01%	3005

Other funds holding SFST

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return