Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 1737 |
|
|
2021
Q1 | – | Sell |
-96,299
| Closed | -$2.08M | – | 1893 |
|
|
2020
Q4 | $2.08M | Buy |
+96,299
| New | +$2.08M | 0.5% | 26 |
|
|
2019
Q1 | – | Sell |
-96
| Closed | -$2K | – | 1470 |
|
|
2018
Q4 | $2K | Buy |
+96
| New | +$2K | ﹤0.01% | 898 |
|
|
2018
Q1 | – | Sell |
-971,282
| Closed | -$27.7M | – | 124 |
|
|
2017
Q4 | $27.7M | Buy |
+971,282
| New | +$27.7M | 9.18% | 2 |
|