CAPTRUST Financial 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 | $1.99M | Buy |
104,975
+25,105
| +31% | +$476K | ﹤0.01% | 965 |
|
|
2025
Q1 | $1.64M | Buy |
79,870
+3,388
| +4% | +$69.6K | ﹤0.01% | 1002 |
|
|
2024
Q4 | $1.7M | Buy |
76,482
+1,134
| +2% | +$25.2K | ﹤0.01% | 955 |
|
|
2024
Q3 | $1.62M | Sell |
75,348
-861
| -1% | -$18.5K | ﹤0.01% | 943 |
|
|
2024
Q2 | $1.34M | Buy |
76,209
+1,062
| +1% | +$18.7K | ﹤0.01% | 991 |
|
|
2024
Q1 | $1.46M | Sell |
75,147
-11,252
| -13% | -$219K | 0.01% | 933 |
|
|
2023
Q4 | $1.71M | Sell |
86,399
-2,475
| -3% | -$49.1K | 0.01% | 975 |
|
|
2023
Q3 | $1.51M | Buy |
88,874
+198
| +0.2% | +$3.36K | 0.01% | 978 |
|
|
2023
Q2 | $1.53M | Buy |
88,676
+6,178
| +7% | +$107K | 0.01% | 948 |
|
|
2023
Q1 | $1.44M | Buy |
82,498
+2,102
| +3% | +$36.8K | 0.01% | 865 |
|
|
2022
Q4 | $1.73M | Sell |
80,396
-455
| -0.6% | -$9.82K | 0.01% | 759 |
|
|
2022
Q3 | $1.76M | Sell |
80,851
-882
| -1% | -$19.2K | 0.01% | 717 |
|
|
2022
Q2 | $1.75M | Buy |
81,733
+5,729
| +8% | +$123K | 0.01% | 632 |
|
|
2022
Q1 | $2.01M | Sell |
76,004
-1,581
| -2% | -$41.7K | 0.01% | 596 |
|
|
2021
Q4 | $2.3M | Buy |
77,585
+68,460
| +750% | +$2.03M | 0.02% | 534 |
|
|
2021
Q3 | $272K | Sell |
9,125
-1,048
| -10% | -$31.2K | ﹤0.01% | 1352 |
|
|
2021
Q2 | $300K | Buy |
10,173
+59
| +0.6% | +$1.74K | ﹤0.01% | 1273 |
|
|
2021
Q1 | $302K | Buy |
10,114
+4,013
| +66% | +$120K | ﹤0.01% | 1228 |
|
|
2020
Q4 | $133K | Buy |
6,101
+5,984
| +5,115% | +$130K | ﹤0.01% | 1375 |
|
|
2020
Q3 | $2K | Sell |
117
-5,683
| -98% | -$97.1K | ﹤0.01% | 2804 |
|
|
2020
Q2 | $94K | Hold |
5,800
| – | – | ﹤0.01% | 1368 |
|
|
2020
Q1 | $101K | Buy |
+5,800
| New | +$101K | ﹤0.01% | 1119 |
|