Northwestern Mutual Wealth Management’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
$313K Sell
8,235
-300
-4% -$11.4K ﹤0.01% 1569
2025
Q1
$281K Buy
8,535
+2,639
+45% +$86.9K ﹤0.01% 1534
2024
Q4
$234K Hold
5,896
﹤0.01% 1588
2024
Q3
$201K Hold
5,896
﹤0.01% 1615
2024
Q2
$172K Hold
5,896
﹤0.01% 1620
2024
Q1
$187K Hold
5,896
﹤0.01% 1576
2023
Q4
$219K Hold
5,896
﹤0.01% 1478
2023
Q3
$159K Hold
5,896
﹤0.01% 1535
2023
Q2
$146K Hold
5,896
﹤0.01% 1584
2023
Q1
$181K Sell
5,896
-69
-1% -$2.12K ﹤0.01% 1473
2022
Q4
$273K Buy
5,965
+69
+1% +$3.16K ﹤0.01% 1309
2022
Q3
$246K Hold
5,896
﹤0.01% 1330
2022
Q2
$257K Hold
5,896
﹤0.01% 1309
2022
Q1
$300K Hold
5,896
﹤0.01% 1278
2021
Q4
$368K Hold
5,896
﹤0.01% 1197
2021
Q3
$315K Hold
5,896
﹤0.01% 1173
2021
Q2
$302K Hold
5,896
﹤0.01% 1163
2021
Q1
$276K Sell
5,896
-3,030
-34% -$142K ﹤0.01% 1129
2020
Q4
$316K Sell
8,926
-2,710
-23% -$95.9K ﹤0.01% 983
2020
Q3
$281K Buy
11,636
+5,230
+82% +$126K ﹤0.01% 922
2020
Q2
$178K Sell
6,406
-46,520
-88% -$1.29M ﹤0.01% 1012
2020
Q1
$1.5M Buy
52,926
+52,360
+9,251% +$1.49M 0.01% 410
2019
Q4
$24K Hold
566
﹤0.01% 1685
2019
Q3
$23K Hold
566
﹤0.01% 1697
2019
Q2
$22K Hold
566
﹤0.01% 1702
2019
Q1
$19K Hold
566
﹤0.01% 1745
2018
Q4
$18K Buy
566
+300
+113% +$9.54K ﹤0.01% 1633
2018
Q3
$10K Hold
266
﹤0.01% 1936
2018
Q2
$12K Hold
266
﹤0.01% 1789
2018
Q1
$12K Hold
266
﹤0.01% 1707
2017
Q4
$11K Hold
266
﹤0.01% 1734
2017
Q3
$10K Hold
266
﹤0.01% 1666
2017
Q2
$10K Hold
266
﹤0.01% 1590
2017
Q1
$9K Hold
266
﹤0.01% 1580
2016
Q4
$10K Buy
+266
New +$10K ﹤0.01% 1617
2016
Q3
Sell
-266
Closed -$6K 1297
2016
Q2
$6K Buy
+266
New +$6K ﹤0.01% 1540