Wagner Wealth Management’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 | $333K | Buy |
8,744
+438
| +5% | +$16.7K | 0.08% | 93 |
|
|
2025
Q1 | $273K | Buy |
8,306
+2,750
| +49% | +$90.5K | 0.07% | 94 |
|
|
2024
Q4 | $221K | Sell |
5,556
-5,690
| -51% | -$226K | 0.06% | 102 |
|
|
2024
Q3 | $383K | Sell |
11,246
-75
| -0.7% | -$2.56K | 0.1% | 75 |
|
|
2024
Q2 | $331K | Buy |
+11,321
| New | +$331K | 0.1% | 92 |
|
|
2024
Q1 | – | Sell |
-5,631
| Closed | -$209K | – | 271 |
|
|
2023
Q4 | $209K | Buy |
+5,631
| New | +$209K | 0.07% | 123 |
|
|
2023
Q1 | – | Sell |
-5,631
| Closed | -$258K | – | 245 |
|
|
2022
Q4 | $258K | Buy |
5,631
+75
| +1% | +$3.43K | 0.16% | 99 |
|
|
2022
Q3 | $231K | Sell |
5,556
-115
| -2% | -$4.78K | 0.17% | 93 |
|
|
2022
Q2 | $247K | Sell |
5,671
-585
| -9% | -$25.5K | 0.2% | 88 |
|
|
2022
Q1 | $318K | Hold |
6,256
| – | – | 0.22% | 95 |
|
|
2021
Q4 | $391K | Buy |
6,256
+1,960
| +46% | +$123K | 0.3% | 67 |
|
|
2021
Q3 | $231K | Buy |
4,296
+4
| +0.1% | +$215 | 0.18% | 110 |
|
|
2021
Q2 | $220K | Buy |
4,292
+607
| +16% | +$31.1K | 0.16% | 115 |
|
|
2021
Q1 | $173K | Buy |
+3,685
| New | +$173K | 0.14% | 130 |
|
|
2018
Q3 | $190K | Hold |
4,845
| – | – | 0.13% | 126 |
|
|
2018
Q2 | $214K | Sell |
4,845
-192
| -4% | -$8.48K | 0.15% | 110 |
|
|
2018
Q1 | $224K | Sell |
5,037
-500
| -9% | -$22.2K | 0.17% | 98 |
|
|
2017
Q4 | $238K | Buy |
+5,537
| New | +$238K | 0.18% | 98 |
|