North Reef Capital Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159M | Buy |
5,750,000
+526,076
| +10% | +$14.5M | 7.04% | 4 |
|
|
2025
Q1 | $134M | Buy |
5,223,924
+993,924
| +23% | +$25.6M | 5.82% | 8 |
|
|
2024
Q4 | $116M | Buy |
4,230,000
+150,000
| +4% | +$4.13M | 5.23% | 7 |
|
|
2024
Q3 | $109M | Sell |
4,080,000
-121,567
| -3% | -$3.24M | 5.07% | 7 |
|
|
2024
Q2 | $99.3M | Buy |
4,201,567
+66,567
| +2% | +$1.57M | 4.6% | 9 |
|
|
2024
Q1 | $105M | Buy |
4,135,000
+5,000
| +0.1% | +$127K | 5.47% | 8 |
|
|
2023
Q4 | $118M | Buy |
4,130,000
+305,000
| +8% | +$8.68M | 6.84% | 6 |
|
|
2023
Q3 | $84M | Sell |
3,825,000
-100,390
| -3% | -$2.2M | 5.3% | 6 |
|
|
2023
Q2 | $86.8M | Buy |
3,925,390
+1,187,677
| +43% | +$26.2M | 6.67% | 3 |
|
|
2023
Q1 | $64.9M | Buy |
2,737,713
+1,090,538
| +66% | +$25.8M | 7.27% | 3 |
|
|
2022
Q4 | $51.4M | Buy |
1,647,175
+712,084
| +76% | +$22.2M | 5.63% | 7 |
|
|
2022
Q3 | $28.3M | Buy |
935,091
+466,698
| +100% | +$14.1M | 7.06% | 1 |
|
|
2022
Q2 | $15.5M | Buy |
468,393
+348,393
| +290% | +$11.5M | 4.35% | 11 |
|
|
2022
Q1 | $4.2M | Sell |
120,000
-359,452
| -75% | -$12.6M | 1.72% | 18 |
|
|
2021
Q4 | $17M | Buy |
+479,452
| New | +$17M | 7.82% | 2 |
|