Sheets Smith Wealth Management’s Southern First Bancshares SFST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.2M | Buy |
19,639
+435
| +2% | +$25.1K | 0.12% | 169 |
|
|
2026
Q1 | $1.05M | Buy |
19,204
+2,883
| +18% | +$159K | 0.12% | 185 |
|
|
2025
Q4 | $841K | Hold |
16,321
| – | – | 0.09% | 199 |
|
|
2025
Q3 | $720K | Buy |
16,321
+224
| +1% | +$9.57K | 0.08% | 230 |
|
|
2025
Q2 | $612K | Buy |
16,097
+292
| +2% | +$10.2K | 0.07% | 252 |
|
|
2025
Q1 | $520K | Buy |
15,805
+614
| +4% | +$21.5K | 0.06% | 250 |
|
|
2024
Q4 | $604K | Buy |
15,191
+490
| +3% | +$19.6K | 0.07% | 231 |
|
|
2024
Q3 | $501K | Hold |
14,701
| – | – | 0.06% | 254 |
|
|
2024
Q2 | $430K | Hold |
14,701
| – | – | 0.05% | 267 |
|
|
2024
Q1 | $467K | Hold |
14,701
| – | – | 0.05% | 253 |
|
|
2023
Q4 | $545K | Sell |
14,701
-550
| -4% | -$16.3K | 0.08% | 201 |
|
|
2023
Q3 | $411K | Buy |
15,251
+397
| +3% | +$11K | 0.06% | 226 |
|
|
2023
Q2 | $367K | Sell |
14,854
-403
| -3% | -$10.5K | 0.05% | 252 |
|
|
2023
Q1 | $468K | Buy |
15,257
+85
| +0.6% | +$3.34K | 0.07% | 208 |
|
|
2022
Q4 | $694K | Hold |
15,172
| – | – | 0.11% | 163 |
|
|
2022
Q3 | $632K | Sell |
15,172
-250
| -2% | -$11.1K | 0.11% | 161 |
|
|
2022
Q2 | $672K | Hold |
15,422
| – | – | 0.11% | 157 |
|
|
2022
Q1 | $784K | Hold |
15,422
| – | – | 0.11% | 162 |
|
|
2021
Q4 | $964K | Buy |
15,422
+52
| +0.3% | +$3.06K | 0.12% | 156 |
|
|
2021
Q3 | $822K | Hold |
15,370
| – | – | 0.11% | 160 |
|
|
2021
Q2 | $786K | Hold |
15,370
| – | – | 0.11% | 166 |
|
|
2021
Q1 | $721K | Sell |
15,370
-108
| -0.7% | -$4.71K | 0.11% | 166 |
|
|
2020
Q4 | $547K | Buy |
15,478
+365
| +2% | +$11.2K | 0.08% | 191 |
|
|
2020
Q3 | $365K | Hold |
15,113
| – | – | 0.06% | 217 |
|
|
2020
Q2 | $419K | Hold |
15,113
| – | – | 0.08% | 173 |
|
|
2020
Q1 | $429K | Buy |
15,113
+838
| +6% | +$31.2K | 0.09% | 173 |
|
|
2019
Q4 | $607K | Sell |
14,275
-607
| -4% | -$25.3K | 0.12% | 174 |
|
|
2019
Q3 | $593K | Sell |
14,882
-77
| -0.5% | -$2.99K | 0.12% | 173 |
|
|
2019
Q2 | $586K | Hold |
14,959
| – | – | 0.12% | 178 |
|
|
2019
Q1 | $507K | Sell |
14,959
-85
| -0.6% | -$3.03K | 0.11% | 201 |
|
|
2018
Q4 | $482K | Sell |
15,044
-252
| -2% | -$9.02K | 0.13% | 166 |
|
|
2018
Q3 | $601K | Sell |
15,296
-114
| -0.7% | -$4.91K | 0.12% | 186 |
|
|
2018
Q2 | $681K | Buy |
15,410
+1,583
| +11% | +$73.6K | 0.16% | 155 |
|
|
2018
Q1 | $615K | Buy |
13,827
+350
| +3% | +$15.3K | 0.15% | 166 |
|
|
2017
Q4 | $556K | Hold |
13,477
| – | – | 0.13% | 185 |
|
|
2017
Q3 | $490K | Sell |
13,477
-225
| -2% | -$8.13K | 0.12% | 186 |
|
|
2017
Q2 | $508K | Hold |
13,702
| – | – | 0.13% | 172 |
|
|
2017
Q1 | $447K | Hold |
13,702
| – | – | 0.12% | 189 |
|
|
2016
Q4 | $493K | Sell |
13,702
-2,920
| -18% | -$88K | 0.14% | 187 |
|
|
2016
Q3 | $458K | Hold |
16,622
| – | – | 0.13% | 184 |
|
|
2016
Q2 | $401K | Hold |
16,622
| – | – | 0.12% | 183 |
|
|
2016
Q1 | $406K | Hold |
16,622
| – | – | 0.12% | 163 |
|
|
2015
Q4 | $377K | Hold |
16,622
| – | – | 0.11% | 164 |
|
|
2015
Q3 | $341K | Buy |
16,622
+500
| +3% | +$9.95K | 0.12% | 151 |
|
|
2015
Q2 | $289K | Buy |
16,122
+450
| +3% | +$7.94K | 0.08% | 192 |
|
|
2015
Q1 | $266K | Hold |
15,672
| – | – | 0.07% | 200 |
|
|
2014
Q4 | $267K | Hold |
15,672
| – | – | 0.07% | 208 |
|
|
2014
Q3 | $218K | Buy |
15,672
+370
| +2% | +$5.14K | 0.06% | 222 |
|
|
2014
Q2 | $206K | Buy |
15,302
+1,800
| +13% | +$24.4K | 0.06% | 243 |
|
|
2014
Q1 | $187K | Hold |
13,502
| – | – | 0.05% | 233 |
|
|
2013
Q4 | $179K | Buy |
+13,502
| New | +$179K | 0.05% | 249 |
|
Other funds holding SFST
GGI
ST
SWM
VCM
GI
TM