UBS Group’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 | $261K | Sell |
6,850
-445
| -6% | -$16.9K | ﹤0.01% | 5316 |
|
|
2025
Q1 | $240K | Sell |
7,295
-8,723
| -54% | -$287K | ﹤0.01% | 5189 |
|
|
2024
Q4 | $637K | Buy |
16,018
+10,558
| +193% | +$420K | ﹤0.01% | 4544 |
|
|
2024
Q3 | $186K | Sell |
5,460
-742
| -12% | -$25.3K | ﹤0.01% | 4756 |
|
|
2024
Q2 | $181K | Sell |
6,202
-1,716
| -22% | -$50.2K | ﹤0.01% | 4610 |
|
|
2024
Q1 | $251K | Sell |
7,918
-904
| -10% | -$28.7K | ﹤0.01% | 4560 |
|
|
2023
Q4 | $327K | Buy |
8,822
+4,305
| +95% | +$160K | ﹤0.01% | 4278 |
|
|
2023
Q3 | $122K | Sell |
4,517
-106
| -2% | -$2.86K | ﹤0.01% | 4595 |
|
|
2023
Q2 | $114K | Buy |
4,623
+1,887
| +69% | +$46.7K | ﹤0.01% | 4851 |
|
|
2023
Q1 | $84K | Sell |
2,736
-5
| -0.2% | -$154 | ﹤0.01% | 4985 |
|
|
2022
Q4 | $125K | Buy |
2,741
+1,836
| +203% | +$84K | ﹤0.01% | 4781 |
|
|
2022
Q3 | $37K | Buy |
905
+512
| +130% | +$20.9K | ﹤0.01% | 5559 |
|
|
2022
Q2 | $17K | Sell |
393
-1,521
| -79% | -$65.8K | ﹤0.01% | 6078 |
|
|
2022
Q1 | $98K | Sell |
1,914
-1,706
| -47% | -$87.4K | ﹤0.01% | 4935 |
|
|
2021
Q4 | $226K | Buy |
3,620
+3,349
| +1,236% | +$209K | ﹤0.01% | 4544 |
|
|
2021
Q3 | $14K | Sell |
271
-395
| -59% | -$20.4K | ﹤0.01% | 6456 |
|
|
2021
Q2 | $34K | Sell |
666
-2,319
| -78% | -$118K | ﹤0.01% | 5724 |
|
|
2021
Q1 | $140K | Buy |
2,985
+418
| +16% | +$19.6K | ﹤0.01% | 4731 |
|
|
2020
Q4 | $91K | Buy |
2,567
+2,082
| +429% | +$73.8K | ﹤0.01% | 4766 |
|
|
2020
Q3 | $12K | Sell |
485
-2,574
| -84% | -$63.7K | ﹤0.01% | 5832 |
|
|
2020
Q2 | $85K | Sell |
3,059
-1,805
| -37% | -$50.2K | ﹤0.01% | 4604 |
|
|
2020
Q1 | $138K | Sell |
4,864
-4,541
| -48% | -$129K | ﹤0.01% | 4173 |
|
|
2019
Q4 | $400K | Buy |
9,405
+2,908
| +45% | +$124K | ﹤0.01% | 4075 |
|
|
2019
Q3 | $259K | Buy |
6,497
+3,945
| +155% | +$157K | ﹤0.01% | 4172 |
|
|
2019
Q2 | $99K | Buy |
2,552
+1,881
| +280% | +$73K | ﹤0.01% | 4538 |
|
|
2019
Q1 | $23K | Sell |
671
-2,118
| -76% | -$72.6K | ﹤0.01% | 5363 |
|
|
2018
Q4 | $90K | Sell |
2,789
-156
| -5% | -$5.03K | ﹤0.01% | 4740 |
|
|
2018
Q3 | $116K | Buy |
2,945
+974
| +49% | +$38.4K | ﹤0.01% | 4611 |
|
|
2018
Q2 | $87K | Buy |
1,971
+741
| +60% | +$32.7K | ﹤0.01% | 4671 |
|
|
2018
Q1 | $55K | Buy |
1,230
+456
| +59% | +$20.4K | ﹤0.01% | 4801 |
|
|
2017
Q4 | $32K | Buy |
774
+286
| +59% | +$11.8K | ﹤0.01% | 5226 |
|
|
2017
Q3 | $18K | Sell |
488
-1,242
| -72% | -$45.8K | ﹤0.01% | 5630 |
|
|
2017
Q2 | $64K | Buy |
1,730
+1,125
| +186% | +$41.6K | ﹤0.01% | 4580 |
|
|
2017
Q1 | $20K | Sell |
605
-1,566
| -72% | -$51.8K | ﹤0.01% | 5229 |
|
|
2016
Q4 | $78K | Buy |
2,171
+1,675
| +338% | +$60.2K | ﹤0.01% | 4577 |
|
|
2016
Q3 | $13K | Sell |
496
-956
| -66% | -$25.1K | ﹤0.01% | 5697 |
|
|
2016
Q2 | $35K | Sell |
1,452
-15,520
| -91% | -$374K | ﹤0.01% | 4947 |
|
|
2016
Q1 | $414K | Buy |
16,972
+13,232
| +354% | +$323K | ﹤0.01% | 3252 |
|
|
2015
Q4 | $85K | Buy |
3,740
+3,469
| +1,280% | +$78.8K | ﹤0.01% | 4342 |
|
|
2015
Q3 | $6K | Hold |
271
| – | – | ﹤0.01% | 6200 |
|
|
2015
Q2 | $5K | Sell |
271
-1,331
| -83% | -$24.6K | ﹤0.01% | 6291 |
|
|
2015
Q1 | $28K | Buy |
1,602
+1,331
| +491% | +$23.3K | ﹤0.01% | 5104 |
|
|
2014
Q4 | $5K | Buy |
+271
| New | +$5K | ﹤0.01% | 6354 |
|