SWM
SeaCrest Wealth Management’s Southern First Bancshares SFST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Sell |
19,071
-38,600
| -67% | -$1.47M | 0.08% | 232 |
|
|
2025
Q1 | $1.9M | Sell |
57,671
-1,135
| -2% | -$37.4K | 0.21% | 81 |
|
|
2024
Q4 | $2.34M | Sell |
58,806
-12,454
| -17% | -$495K | 0.25% | 70 |
|
|
2024
Q3 | $2.43M | Sell |
71,260
-22,379
| -24% | -$763K | 0.26% | 66 |
|
|
2024
Q2 | $2.74M | Sell |
93,639
-45,671
| -33% | -$1.34M | 0.31% | 51 |
|
|
2024
Q1 | $4.42M | Buy |
139,310
+1,730
| +1% | +$54.9K | 0.54% | 29 |
|
|
2023
Q4 | $5.16M | Sell |
137,580
-51
| -0% | -$1.92K | 0.64% | 23 |
|
|
2023
Q3 | $3.71M | Buy |
137,631
+1,030
| +0.8% | +$27.7K | 0.48% | 37 |
|
|
2023
Q2 | $3.38M | Buy |
136,601
+31,397
| +30% | +$777K | 0.43% | 40 |
|
|
2023
Q1 | $3.23M | Buy |
105,204
+700
| +0.7% | +$21.5K | 0.44% | 42 |
|
|
2022
Q4 | $4.78M | Sell |
104,504
-2,425
| -2% | -$111K | 0.69% | 25 |
|
|
2022
Q3 | $4.46M | Buy |
106,929
+643
| +0.6% | +$26.8K | 0.68% | 25 |
|
|
2022
Q2 | $4.63M | Hold |
106,286
| – | – | 0.58% | 26 |
|
|
2022
Q1 | $5.4M | Hold |
106,286
| – | – | 0.62% | 24 |
|
|
2021
Q4 | $6.64M | Hold |
106,286
| – | – | 0.73% | 21 |
|
|
2021
Q3 | $5.69M | Hold |
106,286
| – | – | 0.69% | 23 |
|
|
2021
Q2 | $5.44M | Sell |
106,286
-16,075
| -13% | -$822K | 0.66% | 25 |
|
|
2021
Q1 | $5.74M | Sell |
122,361
-1,650
| -1% | -$77.3K | 0.76% | 16 |
|
|
2020
Q4 | $4.38M | Sell |
124,011
-3,850
| -3% | -$136K | 0.62% | 29 |
|
|
2020
Q3 | $3.09M | Sell |
127,861
-1,588
| -1% | -$38.4K | 0.49% | 40 |
|
|
2020
Q2 | $3.59M | Sell |
129,449
-3,421
| -3% | -$94.8K | 0.62% | 32 |
|
|
2020
Q1 | $3.77M | Buy |
132,870
+22,661
| +21% | +$643K | 0.81% | 18 |
|
|
2019
Q4 | $4.68M | Buy |
110,209
+7,350
| +7% | +$312K | 0.78% | 20 |
|
|
2019
Q3 | $4.1M | Sell |
102,859
-11,072
| -10% | -$441K | 0.77% | 19 |
|
|
2019
Q2 | $4.46M | Buy |
113,931
+64,284
| +129% | +$2.52M | 0.91% | 16 |
|
|
2019
Q1 | $1.68M | Sell |
49,647
-515
| -1% | -$17.4K | 0.29% | 67 |
|
|
2018
Q4 | $1.61M | Buy |
50,162
+12,846
| +34% | +$412K | 0.33% | 63 |
|
|
2018
Q3 | $1.47M | Buy |
37,316
+5,112
| +16% | +$201K | 0.25% | 78 |
|
|
2018
Q2 | $1.42M | Buy |
32,204
+30
| +0.1% | +$1.33K | 0.26% | 77 |
|
|
2018
Q1 | $1.43M | Hold |
32,174
| – | – | 0.26% | 78 |
|
|
2017
Q4 | $1.33M | Buy |
+32,174
| New | +$1.33M | 0.24% | 81 |
|