UBS Group’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
Q1 | $174K | Sell |
3,196
-12,005
| -79% | -$663K | ﹤0.01% | 6709 |
|
|
2025
Q4 | $783K | Buy |
15,201
+3,131
| +26% | +$150K | ﹤0.01% | 5782 |
|
|
2025
Q3 | $533K | Buy |
12,070
+5,220
| +76% | +$223K | ﹤0.01% | 6045 |
|
|
2025
Q2 | $261K | Sell |
6,850
-445
| -6% | -$15.6K | ﹤0.01% | 6540 |
|
|
2025
Q1 | $240K | Sell |
7,295
-8,723
| -54% | -$306K | ﹤0.01% | 6420 |
|
|
2024
Q4 | $637K | Buy |
16,018
+10,558
| +193% | +$423K | ﹤0.01% | 5672 |
|
|
2024
Q3 | $186K | Sell |
5,460
-742
| -12% | -$23.9K | ﹤0.01% | 5931 |
|
|
2024
Q2 | $181K | Sell |
6,202
-1,716
| -22% | -$47.1K | ﹤0.01% | 5728 |
|
|
2024
Q1 | $251K | Sell |
7,918
-904
| -10% | -$31.1K | ﹤0.01% | 5696 |
|
|
2023
Q4 | $327K | Buy |
8,822
+4,305
| +95% | +$128K | ﹤0.01% | 5434 |
|
|
2023
Q3 | $122K | Sell |
4,517
-106
| -2% | -$2.94K | ﹤0.01% | 5702 |
|
|
2023
Q2 | $114K | Buy |
4,623
+1,887
| +69% | +$49.2K | ﹤0.01% | 5895 |
|
|
2023
Q1 | $84K | Sell |
2,736
-5
| -0.2% | -$197 | ﹤0.01% | 6053 |
|
|
2022
Q4 | $125K | Buy |
2,741
+1,836
| +203% | +$83.3K | ﹤0.01% | 5893 |
|
|
2022
Q3 | $37K | Buy |
905
+512
| +130% | +$22.6K | ﹤0.01% | 6638 |
|
|
2022
Q2 | $17K | Sell |
393
-1,521
| -79% | -$69.1K | ﹤0.01% | 7115 |
|
|
2022
Q1 | $98K | Sell |
1,914
-1,706
| -47% | -$97.9K | ﹤0.01% | 5939 |
|
|
2021
Q4 | $226K | Buy |
3,620
+3,349
| +1,236% | +$197K | ﹤0.01% | 5580 |
|
|
2021
Q3 | $14K | Sell |
271
-395
| -59% | -$19.9K | ﹤0.01% | 7595 |
|
|
2021
Q2 | $34K | Sell |
666
-2,319
| -78% | -$120K | ﹤0.01% | 6801 |
|
|
2021
Q1 | $140K | Buy |
2,985
+418
| +16% | +$18.2K | ﹤0.01% | 5709 |
|
|
2020
Q4 | $91K | Buy |
2,567
+2,082
| +429% | +$64.1K | ﹤0.01% | 5750 |
|
|
2020
Q3 | $12K | Sell |
485
-2,574
| -84% | -$65.2K | ﹤0.01% | 6708 |
|
|
2020
Q2 | $85K | Sell |
3,059
-1,805
| -37% | -$49K | ﹤0.01% | 5428 |
|
|
2020
Q1 | $138K | Sell |
4,864
-4,541
| -48% | -$169K | ﹤0.01% | 5020 |
|
|
2019
Q4 | $400K | Buy |
9,405
+2,908
| +45% | +$121K | ﹤0.01% | 5039 |
|
|
2019
Q3 | $259K | Buy |
6,497
+3,945
| +155% | +$153K | ﹤0.01% | 5047 |
|
|
2019
Q2 | $99K | Buy |
2,552
+1,881
| +280% | +$68.1K | ﹤0.01% | 5380 |
|
|
2019
Q1 | $23K | Sell |
671
-2,118
| -76% | -$75.6K | ﹤0.01% | 6191 |
|
|
2018
Q4 | $90K | Sell |
2,789
-156
| -5% | -$5.58K | ﹤0.01% | 5622 |
|
|
2018
Q3 | $116K | Buy |
2,945
+974
| +49% | +$42K | ﹤0.01% | 5471 |
|
|
2018
Q2 | $87K | Buy |
1,971
+741
| +60% | +$34.5K | ﹤0.01% | 5554 |
|
|
2018
Q1 | $55K | Buy |
1,230
+456
| +59% | +$20K | ﹤0.01% | 5647 |
|
|
2017
Q4 | $32K | Buy |
774
+286
| +59% | +$11.4K | ﹤0.01% | 6188 |
|
|
2017
Q3 | $18K | Sell |
488
-1,242
| -72% | -$44.9K | ﹤0.01% | 6532 |
|
|
2017
Q2 | $64K | Buy |
1,730
+1,125
| +186% | +$38.6K | ﹤0.01% | 5486 |
|
|
2017
Q1 | $20K | Sell |
605
-1,566
| -72% | -$53.5K | ﹤0.01% | 6144 |
|
|
2016
Q4 | $78K | Buy |
2,171
+1,675
| +338% | +$50.5K | ﹤0.01% | 5470 |
|
|
2016
Q3 | $13K | Sell |
496
-956
| -66% | -$26.3K | ﹤0.01% | 6608 |
|
|
2016
Q2 | $35K | Sell |
1,452
-15,520
| -91% | -$388K | ﹤0.01% | 5810 |
|
|
2016
Q1 | $414K | Buy |
16,972
+13,232
| +354% | +$309K | ﹤0.01% | 3918 |
|
|
2015
Q4 | $85K | Buy |
3,740
+3,469
| +1,280% | +$74.7K | ﹤0.01% | 5346 |
|
|
2015
Q3 | $6K | Hold |
271
| – | – | ﹤0.01% | 7612 |
|
|
2015
Q2 | $5K | Sell |
271
-1,331
| -83% | -$23.5K | ﹤0.01% | 7882 |
|
|
2015
Q1 | $28K | Buy |
1,602
+1,331
| +491% | +$22.9K | ﹤0.01% | 6618 |
|
|
2014
Q4 | $5K | Buy |
+271
| New | +$4.18K | ﹤0.01% | 8992 |
|
Other funds holding SFST
FCM
ECA
VCM
RIP
BFC