Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 49 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in SOUTHERN FIRST BANCSHARE (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 16,321 | — | 0% | 0.09% | $841K | $51.52 |
| 2025 Q3 | ADDED | 16,321 | +224 | +1.4% | 0.08% | $720K | $44.12 |
| 2025 Q2 | ADDED | 16,097 | +292 | +1.8% | 0.07% | $612K | $38.03 |
| 2025 Q1 | ADDED | 15,805 | +614 | +4.0% | 0.06% | $520K | $32.92 |
| 2024 Q4 | ADDED | 15,191 | +490 | +3.3% | 0.07% | $604K | $39.75 |
| 2024 Q3 | UNCHANGED | 14,701 | — | 0% | 0.06% | $501K | $34.08 |
| 2024 Q2 | UNCHANGED | 14,701 | — | 0% | 0.05% | $430K | $29.24 |
| 2024 Q1 | UNCHANGED | 14,701 | — | 0% | 0.05% | $467K | $31.76 |
| 2023 Q4 | REDUCED | 14,701 | -550 | -3.6% | 0.08% | $545K | $37.10 |
| 2023 Q3 | ADDED | 15,251 | +397 | +2.7% | 0.06% | $411K | $26.94 |
As of 2025 Q4 — sorted by position size