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 |
|