NewEdge 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 | $390K | Sell |
10,257
-2,198
| -18% | -$83.6K | ﹤0.01% | 1843 |
|
|
2025
Q1 | $410K | Hold |
12,455
| – | – | ﹤0.01% | 1699 |
|
|
2024
Q4 | $495K | Hold |
12,455
| – | – | ﹤0.01% | 1561 |
|
|
2024
Q3 | $424K | Hold |
12,455
| – | – | ﹤0.01% | 1570 |
|
|
2024
Q2 | $364K | Buy |
12,455
+50
| +0.4% | +$1.46K | ﹤0.01% | 1606 |
|
|
2024
Q1 | $394K | Sell |
12,405
-475
| -4% | -$15.1K | ﹤0.01% | 1484 |
|
|
2023
Q4 | $486K | Sell |
12,880
-900
| -7% | -$34K | ﹤0.01% | 1295 |
|
|
2023
Q3 | $371K | Hold |
13,780
| – | – | ﹤0.01% | 1323 |
|
|
2023
Q2 | $341K | Buy |
13,780
+6,975
| +102% | +$173K | ﹤0.01% | 1403 |
|
|
2023
Q1 | $209K | Buy |
6,805
+480
| +8% | +$14.7K | ﹤0.01% | 1525 |
|
|
2022
Q4 | $289K | Buy |
6,325
+225
| +4% | +$10.3K | 0.01% | 1026 |
|
|
2022
Q3 | $254K | Hold |
6,100
| – | – | ﹤0.01% | 1276 |
|
|
2022
Q2 | $266K | Buy |
+6,100
| New | +$266K | ﹤0.01% | 1260 |
|