Financial Synergies Wealth Advisors’s Simmons First National SFNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,353
| Closed | -$163K | – | 395 |
|
|
2024
Q1 | $163K | Sell |
8,353
-41,770
| -83% | -$813K | 0.02% | 81 |
|
|
2023
Q4 | $1.08M | Buy |
50,123
+33,416
| +200% | +$721K | 0.17% | 39 |
|
|
2023
Q3 | $283K | Sell |
16,707
-8,354
| -33% | -$142K | 0.04% | 61 |
|
|
2023
Q2 | $432K | Sell |
25,061
-16,708
| -40% | -$288K | 0.06% | 54 |
|
|
2023
Q1 | $731K | Sell |
41,769
-8,354
| -17% | -$146K | 0.11% | 45 |
|
|
2022
Q4 | $1.08M | Hold |
50,123
| – | – | 0.17% | 39 |
|
|
2022
Q3 | $1.09M | Buy |
+50,123
| New | +$1.09M | 0.19% | 37 |
|