Sheets Smith Wealth Management Southern First Bancshares Inc Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Southern First Bancshares Inc stock. As of the latest transaction made, Sheets Smith Wealth Management holds 15,191 shares of SFST stock, worth $559,028. This represents 0.08% of its overall portfolio holdings.

Number of Shares

15,191

Previous 14,701 3.33%

Holding current value

$559,028

Previous $501,000 20.36%

% of portfolio

0.08%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$33.26 - $44.86 $16,297 - $21,981	490 Added 3.33%	15,191 $603,000
Q4 2023 Feb 06, 2024	SELL	$25.16 - $37.15 $13,838 - $20,432	-550 Reduced 3.61%	14,701 $545,000
Q3 2023 Oct 23, 2023	BUY	$24.22 - $30.18 $9,615 - $11,981	397 Added 2.67%	15,251 $410,000
Q2 2023 Aug 09, 2023	SELL	$21.33 - $31.34 $8,595 - $12,630	-403 Reduced 2.64%	14,854 $367,000
Q1 2023 May 26, 2023	BUY	$30.7 - $45.05 $467,438 - $685,931	15,226 Added 49116.13%	15,257 $468,000
Q1 2023 May 12, 2023	SELL	$30.7 - $45.05 $464,828 - $682,102	-15,141 Reduced 99.8%	31 $0
Q3 2022 Nov 01, 2022	SELL	$41.66 - $47.16 $10,415 - $11,790	-250 Reduced 1.62%	15,172 $632,000
Q4 2021 Jan 20, 2022	BUY	$52.73 - $64.73 $2,741 - $3,365	52 Added 0.34%	15,422 $964,000
Q1 2021 Apr 23, 2021	SELL	$35.15 - $54.09 $3,796 - $5,841	-108 Reduced 0.7%	15,370 $721,000
Q4 2020 Jan 13, 2021	BUY	$24.15 - $35.8 $8,814 - $13,066	365 Added 2.42%	15,478 $547,000
Q1 2020 Apr 28, 2020	BUY	$21.64 - $42.72 $18,134 - $35,799	838 Added 5.87%	15,113 $429,000
Q4 2019 Jan 24, 2020	SELL	$37.94 - $44.32 $23,029 - $26,902	-607 Reduced 4.08%	14,275 $607,000
Q3 2019 Oct 28, 2019	SELL	$36.27 - $41.69 $2,792 - $3,210	-77 Reduced 0.51%	14,882 $593,000
Q1 2019 May 13, 2019	SELL	$31.63 - $39.1 $2,688 - $3,323	-85 Reduced 0.57%	14,959 $507,000
Q4 2018 Jan 11, 2019	SELL	$30.26 - $39.0 $7,625 - $9,828	-252 Reduced 1.65%	15,044 $482,000
Q3 2018 Oct 15, 2018	SELL	$39.2 - $47.0 $4,468 - $5,358	-114 Reduced 0.74%	15,296 $601,000
Q2 2018 Jul 26, 2018	BUY	$44.2 - $48.35 $69,968 - $76,538	1,583 Added 11.45%	15,410 $681,000
Q1 2018 Apr 09, 2018	BUY	$41.0 - $46.55 $14,350 - $16,292	350 Added 2.6%	13,827 $615,000
Q3 2017 Oct 12, 2017	BUY	$33.5 - $37.05 $451,479 - $499,322	13,477	13,477 $490,000

Others Institutions Holding SFST

# of Institutions

100

Shares Held

6.52M

Call Options Held

Put Options Held

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About SOUTHERN FIRST BANCSHARES INC

Ticker SFST
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 7,991,640
Market Cap $294M
Description
Southern First Bancshares, Inc. operates as the bank holding company for Southern First Bank that provides various banking products and services to general public in South Carolina, North Carolina, and Georgia. It operates through three segments: Commercial and Retail Banking, Mortgage Banking, and Corporate Operations. The company accepts vario...

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Sheets Smith Wealth Management Southern First Bancshares Inc Transaction History