Beacon Pointe 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 | $325K | Buy |
17,149
+6,076
| +55% | +$115K | ﹤0.01% | 1005 |
|
|
2025
Q1 | $227K | Hold |
11,073
| – | – | ﹤0.01% | 1096 |
|
|
2024
Q4 | $246K | Hold |
11,073
| – | – | ﹤0.01% | 1071 |
|
|
2024
Q3 | $239K | Sell |
11,073
-1,367
| -11% | -$29.4K | ﹤0.01% | 1086 |
|
|
2024
Q2 | $219K | Sell |
12,440
-6,076
| -33% | -$107K | ﹤0.01% | 1151 |
|
|
2024
Q1 | $360K | Sell |
18,516
-3,000
| -14% | -$58.4K | ﹤0.01% | 1026 |
|
|
2023
Q4 | $427K | Sell |
21,516
-9,000
| -29% | -$179K | 0.01% | 938 |
|
|
2023
Q3 | $518K | Buy |
30,516
+11,991
| +65% | +$203K | 0.01% | 851 |
|
|
2023
Q2 | $320K | Buy |
18,525
+40
| +0.2% | +$690 | 0.01% | 859 |
|
|
2023
Q1 | $323K | Buy |
18,485
+7,017
| +61% | +$123K | 0.01% | 908 |
|
|
2022
Q4 | $247K | Buy |
11,468
+50
| +0.4% | +$1.08K | ﹤0.01% | 932 |
|
|
2022
Q3 | $249K | Buy |
11,418
+1,215
| +12% | +$26.5K | 0.01% | 849 |
|
|
2022
Q2 | $217K | Buy |
+10,203
| New | +$217K | ﹤0.01% | 941 |
|