CAPTRUST FINANCIAL ADVISORS
Holdings in SFST
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,454,358 | 28,229 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,304,981 | 29,578 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $1,186,155 | 31,190 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $1,024,569 | 31,123 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,210,427 | 30,451 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $2,488,998 | 73,034 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $2,134,666 | 73,005 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $2,316,542 | 72,939 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $2,775,228 | 74,804 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $2,023,220 | 75,101 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $1,864,170 | 75,320 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $2,287,457 | 74,510 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $3,415,649 | 74,659 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $3,100,837 | 74,432 | Shares | Sole | 2022-11-16 |
| 2022-06-30 | $2,788,670 | 63,975 | Shares | Sole | 2022-08-23 |
| 2022-03-31 | $3,129,862 | 61,563 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $3,849,134 | 61,596 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $3,306,995 | 61,813 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $6,036 | 118 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $5,531 | 118 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $194,919 | 5,514 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $2,221 | 92 | Shares | Sole | 2020-11-17 |
| 2020-06-30 | $2,549 | 92 | Shares | Sole | 2020-08-14 |