Financial Gravity Asset Management’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
Q1 | – | Sell |
-22
| Closed | -$157 | – | 1580 |
|
2022
Q4 | $157 | Buy |
+22
| New | +$157 | ﹤0.01% | 1031 |
|
2020
Q2 | – | Sell |
-18
| Closed | -$332 | – | 745 |
|
2020
Q1 | $332 | Buy |
18
+3
| +20% | +$55 | ﹤0.01% | 629 |
|
2019
Q4 | $27K | Buy |
+15
| New | +$27K | 0.02% | 912 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 1540 |
|
2019
Q2 | – | Sell |
-16
| Closed | – | – | 1619 |
|
2019
Q1 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1528 |
|
2018
Q3 | $1K | Buy |
26
+1
| +4% | +$38 | ﹤0.01% | 1237 |
|
2018
Q2 | $1K | Sell |
25
-1
| -4% | -$40 | ﹤0.01% | 1262 |
|
2018
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1243 |
|