Wagner Wealth Management, LLC Southern First Bancshares Inc Transaction History

Wagner Wealth Management, LLC

$327 Million
Q3 2025

A detailed history of Wagner Wealth Management, LLC transactions in Southern First Bancshares Inc stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 7,764 shares of SFST stock, worth $324,069. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,764

Previous 8,744 11.21%

Holding current value

$324,069

Previous $332,000 3.01%

% of portfolio

0.1%

Previous 0.11%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$38.64 - $45.54 $37,867 - $44,629	-980 Reduced 11.21%	7,764 $342,000
Q2 2025 Jul 17, 2025	BUY	$30.61 - $38.65 $13,407 - $16,928	438 Added 5.27%	8,744 $332,000
Q1 2025 Apr 17, 2025	BUY	$31.88 - $38.5 $87,670 - $105,875	2,750 Added 49.5%	8,306 $273,000
Q4 2024 Jan 28, 2025	SELL	$33.26 - $44.86 $189,249 - $255,253	-5,690 Reduced 50.6%	5,556 $220,000
Q3 2024 Oct 10, 2024	SELL	$27.7 - $36.45 $2,077 - $2,733	-75 Reduced 0.66%	11,246 $383,000
Q2 2024 Jul 18, 2024	BUY	$25.7 - $30.36 $290,949 - $343,705	11,321 New	11,321 $331,000
Q4 2023 Jan 19, 2024	BUY	$25.16 - $37.15 $141,675 - $209,191	5,631 New	5,631 $208,000
Q4 2022 Feb 14, 2023	BUY	$41.46 - $49.5 $3,109 - $3,712	75 Added 1.35%	5,631 $257,000
Q3 2022 Nov 14, 2022	SELL	$41.66 - $47.16 $4,790 - $5,423	-115 Reduced 2.03%	5,556 $231,000
Q2 2022 Aug 11, 2022	SELL	$42.25 - $50.9 $24,716 - $29,776	-585 Reduced 9.35%	5,671 $247,000
Q4 2021 Feb 15, 2022	BUY	$52.73 - $64.73 $103,350 - $126,870	1,960 Added 45.62%	6,256 $391,000
Q3 2021 Nov 15, 2021	BUY	$48.62 - $53.5 $194 - $214	4 Added 0.09%	4,296 $231,000
Q2 2021 Aug 13, 2021	BUY	$47.61 - $55.26 $28,899 - $33,542	607 Added 16.47%	4,292 $220,000
Q1 2021 May 17, 2021	BUY	$35.15 - $54.09 $129,527 - $199,321	3,685 New	3,685 $173,000
Q4 2020 Feb 09, 2021	SELL	$24.15 - $35.8 $117,006 - $173,451	-4,845 Closed	0 $0
Q2 2018 Aug 01, 2018	SELL	$44.2 - $48.35 $8,486 - $9,283	-192 Reduced 3.81%	4,845 $214,000
Q1 2018 May 10, 2018	SELL	$41.0 - $46.55 $20,500 - $23,275	-500 Reduced 9.03%	5,037 $224,000
Q4 2017 Feb 22, 2018	BUY	$36.75 - $42.9 $203,484 - $237,537	5,537	5,537 $238,000

Others Institutions Holding SFST

# of Institutions

108

Shares Held

6.71M

Call Options Held

Put Options Held

5.4K

View Full List

About SOUTHERN FIRST BANCSHARES INC

Ticker SFST
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 7,991,640
Market Cap $334M
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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Wagner Wealth Management, LLC Southern First Bancshares Inc Transaction History