North Reef Capital Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$176M	Sell	5,825,000 -7,075	-0.1%	-$228K	6.07%	5
2025 Q4	$183M	Buy	5,832,075 +837,075	+17%	+$26.1M	7.37%	4
2025 Q3	$152M	Sell	4,995,000 -755,000	-13%	-$22.4M	7.11%	5
2025 Q2	$159M	Buy	5,750,000 +526,076	+10%	+$13M	7.04%	4
2025 Q1	$134M	Buy	5,223,924 +993,924	+23%	+$27.1M	5.82%	8
2024 Q4	$116M	Buy	4,230,000 +150,000	+4%	+$4.22M	5.23%	7
2024 Q3	$109M	Sell	4,080,000 -121,567	-3%	-$3.21M	5.07%	7
2024 Q2	$99.3M	Buy	4,201,567 +66,567	+2%	+$1.55M	4.6%	9
2024 Q1	$105M	Buy	4,135,000 +5,000	+0.1%	+$126K	5.47%	8
2023 Q4	$118M	Buy	4,130,000 +305,000	+8%	+$7.18M	6.84%	6
2023 Q3	$84M	Sell	3,825,000 -100,390	-3%	-$2.35M	5.3%	6
2023 Q2	$86.8M	Buy	3,925,390 +1,187,677	+43%	+$25.8M	6.67%	3
2023 Q1	$64.9M	Buy	2,737,713 +1,090,538	+66%	+$32.4M	7.27%	3
2022 Q4	$51.4M	Buy	1,647,175 +712,084	+76%	+$22.6M	5.63%	7
2022 Q3	$28.3M	Buy	935,091 +466,698	+100%	+$15.6M	7.06%	1
2022 Q2	$15.5M	Buy	468,393 +348,393	+290%	+$11.6M	4.35%	11
2022 Q1	$4.2M	Sell	120,000 -359,452	-75%	-$13.1M	1.72%	18
2021 Q4	$17M	Buy	+479,452	New	+$17.2M	7.82%	2