Creative Planning’s Simmons First National SFNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $622K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $212K | Sell |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $320K | Buy |
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|
2021
Q4 | $358K | Sell |
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|
2021
Q3 | $1.42M | Sell |
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|
2021
Q2 | $2.46M | Buy |
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|
2021
Q1 | $486K | Sell |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $1.36M | Buy |
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|
2020
Q2 | $505K | Buy |
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|
2020
Q1 | $359K | Buy |
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|
2019
Q4 | $522K | Buy |
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|
2019
Q3 | $485K | Sell |
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|
2019
Q2 | $462K | Buy |
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|
2019
Q1 | $452K | Buy |
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|
2018
Q4 | $446K | Sell |
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|
2018
Q3 | $550K | Buy |
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|
2018
Q2 | $558K | Sell |
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|
2018
Q1 | $751K | Buy |
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|
2017
Q4 | $746K | Buy |
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|
2017
Q3 | $756K | Buy |
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|
2017
Q2 | $685K | Hold |
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|
2017
Q1 | $714K | Hold |
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|
2016
Q4 | $805K | Sell |
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|
2016
Q3 | $1.01M | Buy |
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|
2016
Q2 | $829K | Hold |
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|
2016
Q1 | $809K | Hold |
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|
2015
Q4 | $922K | Sell |
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|
2015
Q3 | $956K | Buy |
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