Creative 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,315
| Closed | -$212K | – | 2899 |
|
|
2023
Q2 | $212K | Sell |
12,315
-2,111
| -15% | -$36.4K | ﹤0.01% | 2159 |
|
|
2023
Q1 | $252K | Buy |
14,426
+105
| +0.7% | +$1.84K | ﹤0.01% | 1940 |
|
|
2022
Q4 | $309K | Buy |
14,321
+17
| +0.1% | +$367 | ﹤0.01% | 1703 |
|
|
2022
Q3 | $312K | Buy |
14,304
+2,066
| +17% | +$45.1K | ﹤0.01% | 1616 |
|
|
2022
Q2 | $260K | Buy |
12,238
+15
| +0.1% | +$319 | ﹤0.01% | 1705 |
|
|
2022
Q1 | $320K | Buy |
12,223
+123
| +1% | +$3.22K | ﹤0.01% | 1593 |
|
|
2021
Q4 | $358K | Sell |
12,100
-35,905
| -75% | -$1.06M | ﹤0.01% | 1504 |
|
|
2021
Q3 | $1.42M | Sell |
48,005
-35,842
| -43% | -$1.06M | ﹤0.01% | 792 |
|
|
2021
Q2 | $2.46M | Buy |
83,847
+67,465
| +412% | +$1.98M | ﹤0.01% | 603 |
|
|
2021
Q1 | $486K | Sell |
16,382
-55,247
| -77% | -$1.64M | ﹤0.01% | 1441 |
|
|
2020
Q4 | $1.55M | Sell |
71,629
-14,217
| -17% | -$307K | ﹤0.01% | 756 |
|
|
2020
Q3 | $1.36M | Buy |
85,846
+56,341
| +191% | +$893K | ﹤0.01% | 687 |
|
|
2020
Q2 | $505K | Buy |
29,505
+10,011
| +51% | +$171K | ﹤0.01% | 1015 |
|
|
2020
Q1 | $359K | Buy |
19,494
+6
| +0% | +$110 | ﹤0.01% | 1092 |
|
|
2019
Q4 | $522K | Buy |
19,488
+10
| +0.1% | +$268 | ﹤0.01% | 1079 |
|
|
2019
Q3 | $485K | Sell |
19,478
-372
| -2% | -$9.26K | ﹤0.01% | 1073 |
|
|
2019
Q2 | $462K | Buy |
19,850
+1,377
| +7% | +$32K | ﹤0.01% | 1122 |
|
|
2019
Q1 | $452K | Buy |
18,473
+9
| +0% | +$220 | ﹤0.01% | 1086 |
|
|
2018
Q4 | $446K | Sell |
18,464
-195
| -1% | -$4.71K | ﹤0.01% | 1012 |
|
|
2018
Q3 | $550K | Buy |
18,659
+8
| +0% | +$236 | ﹤0.01% | 1019 |
|
|
2018
Q2 | $558K | Sell |
18,651
-7,744
| -29% | -$232K | ﹤0.01% | 1006 |
|
|
2018
Q1 | $751K | Buy |
26,395
+257
| +1% | +$7.31K | ﹤0.01% | 872 |
|
|
2017
Q4 | $746K | Buy |
26,138
+30
| +0.1% | +$856 | ﹤0.01% | 855 |
|
|
2017
Q3 | $756K | Buy |
26,108
+204
| +0.8% | +$5.91K | ﹤0.01% | 834 |
|
|
2017
Q2 | $685K | Hold |
25,904
| – | – | ﹤0.01% | 854 |
|
|
2017
Q1 | $714K | Hold |
25,904
| – | – | ﹤0.01% | 802 |
|
|
2016
Q4 | $805K | Sell |
25,904
-14,430
| -36% | -$448K | ﹤0.01% | 708 |
|
|
2016
Q3 | $1.01M | Buy |
40,334
+4,430
| +12% | +$110K | 0.01% | 583 |
|
|
2016
Q2 | $829K | Hold |
35,904
| – | – | 0.01% | 572 |
|
|
2016
Q1 | $809K | Hold |
35,904
| – | – | 0.01% | 566 |
|
|
2015
Q4 | $922K | Sell |
35,904
-4,000
| -10% | -$103K | 0.01% | 525 |
|
|
2015
Q3 | $956K | Buy |
+39,904
| New | +$956K | 0.01% | 489 |
|