Wells Fargo’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 | $314K | Buy |
8,245
+612
| +8% | +$23.3K | ﹤0.01% | 4098 |
|
2025
Q1 | $251K | Buy |
7,633
+127
| +2% | +$4.18K | ﹤0.01% | 4101 |
|
2024
Q4 | $298K | Buy |
7,506
+986
| +15% | +$39.2K | ﹤0.01% | 4055 |
|
2024
Q3 | $222K | Buy |
6,520
+127
| +2% | +$4.33K | ﹤0.01% | 4114 |
|
2024
Q2 | $187K | Buy |
6,393
+1,155
| +22% | +$33.8K | ﹤0.01% | 4201 |
|
2024
Q1 | $166K | Buy |
5,238
+674
| +15% | +$21.4K | ﹤0.01% | 4219 |
|
2023
Q4 | $169K | Buy |
4,564
+564
| +14% | +$20.9K | ﹤0.01% | 4176 |
|
2023
Q3 | $108K | Buy |
4,000
+1,077
| +37% | +$29K | ﹤0.01% | 4406 |
|
2023
Q2 | $72.3K | Buy |
2,923
+1,514
| +107% | +$37.5K | ﹤0.01% | 4954 |
|
2023
Q1 | $43.3K | Buy |
1,409
+747
| +113% | +$22.9K | ﹤0.01% | 4942 |
|
2022
Q4 | $30.3K | Sell |
662
-19
| -3% | -$869 | ﹤0.01% | 4780 |
|
2022
Q3 | $29K | Sell |
681
-373
| -35% | -$15.9K | ﹤0.01% | 4898 |
|
2022
Q2 | $46K | Sell |
1,054
-6,302
| -86% | -$275K | ﹤0.01% | 4794 |
|
2022
Q1 | $374K | Sell |
7,356
-11,645
| -61% | -$592K | ﹤0.01% | 4334 |
|
2021
Q4 | $1.19M | Buy |
19,001
+4,551
| +31% | +$284K | ﹤0.01% | 3734 |
|
2021
Q3 | $773K | Buy |
14,450
+10,742
| +290% | +$575K | ﹤0.01% | 4166 |
|
2021
Q2 | $189K | Sell |
3,708
-7,524
| -67% | -$384K | ﹤0.01% | 4756 |
|
2021
Q1 | $527K | Sell |
11,232
-6,172
| -35% | -$290K | ﹤0.01% | 4363 |
|
2020
Q4 | $615K | Sell |
17,404
-923
| -5% | -$32.6K | ﹤0.01% | 4304 |
|
2020
Q3 | $443K | Sell |
18,327
-1,343
| -7% | -$32.5K | ﹤0.01% | 4319 |
|
2020
Q2 | $544K | Buy |
19,670
+4,661
| +31% | +$129K | ﹤0.01% | 4153 |
|
2020
Q1 | $426K | Buy |
15,009
+2,806
| +23% | +$79.6K | ﹤0.01% | 4026 |
|
2019
Q4 | $518K | Buy |
12,203
+117
| +1% | +$4.97K | ﹤0.01% | 4238 |
|
2019
Q3 | $482K | Buy |
12,086
+1,020
| +9% | +$40.7K | ﹤0.01% | 4306 |
|
2019
Q2 | $434K | Sell |
11,066
-1,967
| -15% | -$77.1K | ﹤0.01% | 4352 |
|
2019
Q1 | $441K | Sell |
13,033
-12,880
| -50% | -$436K | ﹤0.01% | 4356 |
|
2018
Q4 | $832K | Buy |
25,913
+15,622
| +152% | +$502K | ﹤0.01% | 3888 |
|
2018
Q3 | $404K | Sell |
10,291
-1,114
| -10% | -$43.7K | ﹤0.01% | 4460 |
|
2018
Q2 | $504K | Sell |
11,405
-2,106
| -16% | -$93.1K | ﹤0.01% | 4349 |
|
2018
Q1 | $601K | Buy |
13,511
+1,096
| +9% | +$48.8K | ﹤0.01% | 4166 |
|
2017
Q4 | $512K | Buy |
12,415
+1,712
| +16% | +$70.6K | ﹤0.01% | 4278 |
|
2017
Q3 | $388K | Sell |
10,703
-989
| -8% | -$35.9K | ﹤0.01% | 4372 |
|
2017
Q2 | $432K | Buy |
11,692
+3,350
| +40% | +$124K | ﹤0.01% | 4195 |
|
2017
Q1 | $273K | Buy |
8,342
+1,519
| +22% | +$49.7K | ﹤0.01% | 4466 |
|
2016
Q4 | $245K | Buy |
6,823
+2,206
| +48% | +$79.2K | ﹤0.01% | 4489 |
|
2016
Q3 | $128K | Buy |
4,617
+2,200
| +91% | +$61K | ﹤0.01% | 4569 |
|
2016
Q2 | $58K | Buy |
2,417
+2,195
| +989% | +$52.7K | ﹤0.01% | 4929 |
|
2016
Q1 | $5K | Buy |
+222
| New | +$5K | ﹤0.01% | 5612 |
|
2014
Q4 | – | Sell |
-270
| Closed | -$4K | – | 6059 |
|
2014
Q3 | $4K | Buy |
+270
| New | +$4K | ﹤0.01% | 5662 |
|