B. Riley Wealth Advisors’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 | $389K | Buy |
+20,496
| New | +$389K | 0.02% | 603 |
|
|
2024
Q4 | $613K | Buy |
27,396
+1,049
| +4% | +$23.5K | 0.02% | 619 |
|
|
2024
Q3 | $573K | Hold |
26,347
| – | – | 0.02% | 694 |
|
|
2024
Q2 | $469K | Buy |
26,347
+5,112
| +24% | +$90.9K | 0.01% | 847 |
|
|
2024
Q1 | $364K | Sell |
21,235
-10,312
| -33% | -$177K | 0.01% | 951 |
|
|
2023
Q4 | $631K | Buy |
31,547
+10,312
| +49% | +$206K | 0.02% | 703 |
|
|
2023
Q3 | $364K | Sell |
21,235
-673
| -3% | -$11.5K | 0.01% | 951 |
|
|
2023
Q2 | $381K | Buy |
21,908
+586
| +3% | +$10.2K | 0.01% | 997 |
|
|
2023
Q1 | $376K | Hold |
21,322
| – | – | 0.01% | 943 |
|
|
2022
Q4 | $463K | Buy |
21,322
+5,711
| +37% | +$124K | 0.01% | 824 |
|
|
2022
Q3 | $341K | Buy |
+15,611
| New | +$341K | 0.01% | 939 |
|