Aperio Group’s Simmons First National SFNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $684K | Buy |
31,661
+2,831
| +10% | +$61.2K | ﹤0.01% | 1805 |
|
2020
Q3 | $457K | Buy |
28,830
+13,827
| +92% | +$219K | ﹤0.01% | 1857 |
|
2020
Q2 | $257K | Sell |
15,003
-8,681
| -37% | -$149K | ﹤0.01% | 2082 |
|
2020
Q1 | $436K | Sell |
23,684
-7,705
| -25% | -$142K | ﹤0.01% | 1722 |
|
2019
Q4 | $841K | Buy |
31,389
+416
| +1% | +$11.1K | ﹤0.01% | 1519 |
|
2019
Q3 | $771K | Buy |
30,973
+12,366
| +66% | +$308K | ﹤0.01% | 1535 |
|
2019
Q2 | $433K | Sell |
18,607
-715
| -4% | -$16.6K | ﹤0.01% | 1864 |
|
2019
Q1 | $473K | Sell |
19,322
-916
| -5% | -$22.4K | ﹤0.01% | 1778 |
|
2018
Q4 | $489K | Sell |
20,238
-3,595
| -15% | -$86.9K | ﹤0.01% | 1688 |
|
2018
Q3 | $702K | Buy |
23,833
+1,738
| +8% | +$51.2K | ﹤0.01% | 1596 |
|
2018
Q2 | $660K | Sell |
22,095
-995
| -4% | -$29.7K | ﹤0.01% | 1620 |
|
2018
Q1 | $657K | Buy |
23,090
+82
| +0.4% | +$2.33K | ﹤0.01% | 1561 |
|
2017
Q4 | $657K | Buy |
23,008
+10,088
| +78% | +$288K | ﹤0.01% | 1570 |
|
2017
Q3 | $374K | Buy |
12,920
+4,062
| +46% | +$118K | ﹤0.01% | 1812 |
|
2017
Q2 | $234K | Buy |
+8,858
| New | +$234K | ﹤0.01% | 2027 |
|
2017
Q1 | – | Sell |
-7,372
| Closed | -$229K | – | 2159 |
|
2016
Q4 | $229K | Buy |
+7,372
| New | +$229K | ﹤0.01% | 1932 |
|