Briaud Financial Planning’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 | $91K | Hold |
4,811
| – | – | 0.04% | 63 |
|
|
2025
Q1 | $98K | Hold |
4,811
| – | – | 0.04% | 50 |
|
|
2024
Q4 | $106K | Hold |
4,811
| – | – | 0.04% | 46 |
|
|
2024
Q3 | $103K | Hold |
4,811
| – | – | 0.05% | 40 |
|
|
2024
Q2 | $84K | Hold |
4,811
| – | – | 0.05% | 44 |
|
|
2024
Q1 | $94K | Buy |
+4,811
| New | +$94K | 0.05% | 41 |
|
|
2023
Q4 | – | Sell |
-4,811
| Closed | -$81K | – | 136 |
|
|
2023
Q3 | $81K | Buy |
+4,811
| New | +$81K | 0.07% | 45 |
|