Corient Private Wealth’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 | $509K | Buy |
26,754
+13,238
| +98% | +$252K | ﹤0.01% | 1785 |
|
|
2025
Q1 | $278K | Buy |
13,516
+20
| +0.1% | +$412 | ﹤0.01% | 1890 |
|
|
2024
Q4 | $300K | Buy |
13,496
+3,157
| +31% | +$70.2K | ﹤0.01% | 1894 |
|
|
2024
Q3 | $223K | Sell |
10,339
-3,137
| -23% | -$67.6K | ﹤0.01% | 2148 |
|
|
2024
Q2 | $238K | Sell |
13,476
-41
| -0.3% | -$723 | ﹤0.01% | 2028 |
|
|
2024
Q1 | $264K | Buy |
13,517
+316
| +2% | +$6.17K | ﹤0.01% | 1955 |
|
|
2023
Q4 | $263K | Sell |
13,201
-1,478
| -10% | -$29.4K | ﹤0.01% | 1932 |
|
|
2023
Q3 | $250K | Sell |
14,679
-26
| -0.2% | -$442 | ﹤0.01% | 1820 |
|
|
2023
Q2 | $254K | Buy |
+14,705
| New | +$254K | ﹤0.01% | 1763 |
|