SFST SOUTHERN FIRST BANCSHARES

Ownership history in Abacus Planning Group, Inc.  ·  32 quarters on record

This page tracks every 13F SEC filing in which Abacus Planning Group, Inc. reported a position in SOUTHERN FIRST BANCSHARES (SFST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.94% (2017 Q4)
Avg. % of fund
0.41%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 30,458 -665 -2.1% 0.21% $1.6M $51.52
2025 Q3 UNCHANGED 31,123 0% 0.19% $1.4M $44.12
2025 Q1 UNCHANGED 31,123 0% 0.18% $1.0M $32.92
2024 Q4 REDUCED 31,123 -703 -2.2% 0.22% $1.2M $39.75
2024 Q3 UNCHANGED 31,826 0% 0.19% $1.1M $34.08
2024 Q2 UNCHANGED 31,826 0% 0.18% $931K $29.24
2024 Q1 REDUCED 31,826 -28 -0.1% 0.20% $1.0M $31.76
2023 Q4 REDUCED 31,854 -1,027 -3.1% 0.25% $1.2M $37.10
2023 Q3 UNCHANGED 32,881 0% 0.22% $886K $26.94
2023 Q2 UNCHANGED 32,881 0% 0.20% $814K $24.75
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SFST price (monthly, adj. close)
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