Cerity Partners’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 | $330K | Buy |
17,395
+1,337
| +8% | +$25.3K | ﹤0.01% | 2098 |
|
|
2025
Q1 | $330K | Buy |
16,058
+836
| +5% | +$17.2K | ﹤0.01% | 1971 |
|
|
2024
Q4 | $335K | Buy |
+15,222
| New | +$335K | ﹤0.01% | 1979 |
|
|
2021
Q4 | – | Sell |
-7,596
| Closed | -$225K | – | 1045 |
|
|
2021
Q3 | $225K | Buy |
7,596
+23
| +0.3% | +$681 | 0.01% | 628 |
|
|
2021
Q2 | $222K | Hold |
7,573
| – | – | ﹤0.01% | 658 |
|
|
2021
Q1 | $225K | Buy |
+7,573
| New | +$225K | 0.01% | 628 |
|
|
2018
Q2 | – | Sell |
-24,780
| Closed | -$705K | – | 578 |
|
|
2018
Q1 | $705K | Hold |
24,780
| – | – | 0.05% | 277 |
|
|
2017
Q4 | $707K | Hold |
24,780
| – | – | 0.05% | 281 |
|
|
2017
Q3 | $717K | Sell |
24,780
-19,816
| -44% | -$573K | 0.05% | 273 |
|
|
2017
Q2 | $4.22M | Buy |
44,596
+20,796
| +87% | +$1.97M | 0.35% | 64 |
|
|
2017
Q1 | $656K | Buy |
+23,800
| New | +$656K | 0.05% | 230 |
|