Charles Schwab Investment Management Inc Southern First Bancshares Inc Transaction History

Charles Schwab Investment Management Inc

  • $429 Billion
  • Q1 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Southern First Bancshares Inc stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 20,510 shares of SFST stock, worth $599,712. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,510
Previous 20,510 -0.0%
Holding current value
$599,712
Previous $760,000 14.34%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023
BUY
$21.33 - $31.34 $1,471 - $2,162
69 Added 0.34%
20,510 $507,000
Q1 2023

May 11, 2023
BUY
$30.7 - $45.05 $15,135 - $22,209
493 Added 2.47%
20,441 $627,000
Q4 2022

Feb 13, 2023
BUY
$41.46 - $49.5 $14,511 - $17,325
350 Added 1.79%
19,948 $912,000
Q3 2022

Nov 14, 2022
SELL
$41.66 - $47.16 $1,041 - $1,179
-25 Reduced 0.13%
19,598 $817,000
Q2 2022

Aug 15, 2022
BUY
$42.25 - $50.9 $11,027 - $13,284
261 Added 1.35%
19,623 $856,000
Q1 2022

May 13, 2022
BUY
$50.84 - $65.02 $25,470 - $32,575
501 Added 2.66%
19,362 $985,000
Q3 2021

Nov 16, 2021
BUY
$48.62 - $53.5 $30,581 - $33,651
629 Added 3.45%
18,861 $1.01 Million
Q2 2021

Aug 16, 2021
SELL
$47.61 - $55.26 $2,142 - $2,486
-45 Reduced 0.25%
18,232 $933,000
Q1 2021

May 17, 2021
BUY
$35.15 - $54.09 $54,447 - $83,785
1,549 Added 9.26%
18,277 $857,000
Q4 2020

Feb 16, 2021
SELL
$24.15 - $35.8 $241 - $358
-10 Reduced 0.06%
16,728 $592,000
Q3 2020

Nov 13, 2020
SELL
$23.3 - $27.96 $18,360 - $22,032
-788 Reduced 4.5%
16,738 $405,000
Q2 2020

Aug 14, 2020
BUY
$24.21 - $31.22 $17,382 - $22,415
718 Added 4.27%
17,526 $486,000
Q1 2020

May 15, 2020
BUY
$21.64 - $42.72 $21 - $42
1 Added 0.01%
16,808 $477,000
Q3 2019

Nov 08, 2019
BUY
$36.27 - $41.69 $26,150 - $30,058
721 Added 4.48%
16,807 $670,000
Q2 2019

Aug 09, 2019
BUY
$33.97 - $39.16 $28,330 - $32,659
834 Added 5.47%
16,086 $630,000
Q1 2019

May 14, 2019
BUY
$31.63 - $39.1 $11,924 - $14,740
377 Added 2.53%
15,252 $517,000
Q2 2018

Aug 08, 2018
BUY
$44.2 - $48.35 $166,855 - $182,521
3,775 Added 34.01%
14,875 $658,000
Q4 2017

Jan 17, 2018
BUY
$36.75 - $42.9 $84,525 - $98,670
2,300 Added 26.14%
11,100 $458,000
Q3 2017

Nov 13, 2017
BUY
$33.5 - $37.05 $294,800 - $326,040
8,800
8,800 $320,000

Others Institutions Holding SFST

# of Institutions
94
Shares Held
6.48M
Call Options Held
100
Put Options Held
300
View Full List

About SOUTHERN FIRST BANCSHARES INC

SFST Quotes by TradingView
  • Ticker SFST
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 7,991,640
  • Market Cap $234M
  • 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...
More about SFST
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