SHEETS SMITH WEALTH MANAGEMENT – Southern First Bancshares, Inc. Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$632,000
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
-4.43%
quarter
Southern First Bancshares, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.62% | -250 shares | -40K | $41.66 | 15.17K |
| Q2 2022 | share | 0.00% | 0 shares | -112K | $43.59 | 15.42K | |
| Q1 2022 | share | 0.00% | 0 shares | -180K | $50.84 | 15.42K | |
| Q4 2021 | share | Increase | +0.34% | 52 shares | 142K | $62.82 | 15.42K |
| Q3 2021 | share | 0.00% | 0 shares | 36K | $53.5 | 15.37K | |
| Q2 2021 | share | 0.00% | 0 shares | 65K | $51.16 | 15.37K | |
| Q1 2021 | share | Decrease | -0.70% | -108 shares | 174K | $46.88 | 15.37K |
| Q4 2020 | share | Increase | +2.42% | 365 shares | 182K | $35.35 | 15.47K |
| Q3 2020 | share | 0.00% | 0 shares | -54K | $24.15 | 15.11K | |
| Q2 2020 | share | 0.00% | 0 shares | -10K | $27.71 | 15.11K | |
| Q1 2020 | share | Increase | +5.87% | 838 shares | -178K | $28.37 | 15.11K |
| Q4 2019 | share | Decrease | -4.08% | -607 shares | 14K | $42.49 | 14.27K |
| Q3 2019 | share | Decrease | -0.51% | -77 shares | 7K | $39.85 | 14.88K |
| Q2 2019 | share | 0.00% | 0 shares | 79K | $39.16 | 14.95K | |
| Q1 2019 | share | Decrease | -0.57% | -85 shares | 25K | $33.87 | 14.95K |
| Q4 2018 | share | Decrease | -1.65% | -252 shares | -119K | $32.07 | 15.04K |
| Q3 2018 | share | Decrease | -0.74% | -114 shares | -80K | $39.3 | 15.29K |
| Q2 2018 | share | Increase | +11.45% | 1.58K shares | 66K | $44.2 | 15.41K |
| Q1 2018 | share | Increase | +2.60% | 350 shares | 59K | $44.5 | 13.82K |
| Q4 2017 | share | 0.00% | 0 shares | 66K | $41.25 | 13.47K | |
| Q3 2017 | share | Decrease | -1.64% | -225 shares | -18K | $36.35 | 13.47K |
| Q2 2017 | share | 0.00% | 0 shares | 61K | $37.05 | 13.70K | |
| Q1 2017 | share | 0.00% | 0 shares | -46K | $32.65 | 13.70K | |
| Q4 2016 | share | Decrease | -17.57% | -2.92K shares | 35K | $36 | 13.70K |
| Q3 2016 | share | 0.00% | 0 shares | 57K | $27.58 | 16.62K | |
| Q2 2016 | share | 0.00% | 0 shares | -5K | $24.1 | 16.62K | |
| Q1 2016 | share | 0.00% | 0 shares | 29K | $24.41 | 16.62K |