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TFO Wealth Partners’s Southern First Bancshares SFST Stock Holding History

TFO Wealth Partners’s Portfolio SFST Stock Details SFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3
Closed -$229 – 908
2022
Q4 		$229 Buy
+3
New +$136 ﹤0.01% 612

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TFO Wealth Partners's SFST Position: Q1 2023 in Review

TFO Wealth Partners sold out of Southern First Bancshares (SFST) in Q1 2023, closing a stake of 3 shares — an estimated $229 sold.

TFO Wealth Partners first reported a position in SFST in Q4 2022 and held it in 1 quarter. The position peaked at $229 in Q4 2022. 90 funds tracked by Wall St. Rank hold SFST as of Q1 2023.

  • TFO Wealth Partners reported no remaining Southern First Bancshares position as of Q1 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Southern First Bancshares shares in Q1 2023, an estimated $229.
  • TFO Wealth Partners first reported a position in Southern First Bancshares in Q4 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Southern First Bancshares position peaked at $229 in Q4 2022.
  • 90 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.