Avantax Advisory Services’s Simmons First National SFNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
15,761
-195
| -1% | -$3.7K | ﹤0.01% | 1908 |
|
|
2025
Q1 | $328K | Buy |
15,956
+329
| +2% | +$6.75K | ﹤0.01% | 1772 |
|
|
2024
Q4 | $347K | Sell |
15,627
-6,275
| -29% | -$139K | ﹤0.01% | 1689 |
|
|
2024
Q3 | $472K | Buy |
21,902
+265
| +1% | +$5.71K | ﹤0.01% | 1447 |
|
|
2024
Q2 | $380K | Buy |
21,637
+246
| +1% | +$4.33K | ﹤0.01% | 1545 |
|
|
2024
Q1 | $416K | Buy |
+21,391
| New | +$416K | ﹤0.01% | 1137 |
|
|
2019
Q4 | – | Sell |
-17,840
| Closed | -$444K | – | 845 |
|
|
2019
Q3 | $444K | Buy |
17,840
+1,276
| +8% | +$31.8K | 0.02% | 346 |
|
|
2019
Q2 | $385K | Buy |
+16,564
| New | +$385K | 0.02% | 344 |
|