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Livermore
Livermore
ZHEN

SeaCrest Wealth Management, LLC

SEC CIK
0001728121
Latest filing
Jul 9, 2026

SFST holding history

Southern First Bancshares Inc in every 13F filed by SeaCrest Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SFST overviewAll 13F holders of SFSTFull Q2 2026 holdings

Shares (Q2 2026)
3,801
Value
$232.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SFST by SeaCrest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,801$232.2K<0.1%−4,187−52.4%ReducedHolders
Q1 20267,988$435.3K<0.1%−50−0.6%ReducedHolders
Q4 20258,038$419.7K<0.1%−1,296−13.9%ReducedHolders
Q3 20259,334$403.0K<0.1%−9,737−51.1%ReducedHolders
Q2 202519,071$725.3K0.1%−38,600−66.9%ReducedHolders
Q1 202557,671$1.90M0.2%−1,135−1.9%ReducedHolders
Q4 202458,806$2.34M0.2%−12,454−17.5%ReducedHolders
Q3 202471,260$2.43M0.3%−22,379−23.9%ReducedHolders
Q2 202493,639$2.74M0.3%−45,671−32.8%ReducedHolders
Q1 2024139,310$4.42M0.5%+1,730+1.3%AddedHolders
Q4 2023137,580$5.16M0.6%−510.0%ReducedHolders
Q3 2023137,631$3.71M0.5%+1,030+0.8%AddedHolders
Q2 2023136,601$3.38M0.4%+31,397+29.8%AddedHolders
Q1 2023105,204$3.23M0.4%+700+0.7%AddedHolders
Q4 2022104,504$4.78M0.7%−2,425−2.3%ReducedHolders
Q3 2022106,929$4.46M0.7%+643+0.6%AddedHolders
Q2 2022106,286$4.63M0.6%00.0%UnchangedHolders
Q1 2022106,286$5.40M0.6%00.0%UnchangedHolders
Q4 2021106,286$6.64M0.7%00.0%UnchangedHolders
Q3 2021106,286$5.69M0.7%00.0%UnchangedHolders
Q2 2021106,286$5.44M0.7%−16,075−13.1%ReducedHolders
Q1 2021122,361$5.74M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.