Forvis Mazars 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-213,570
| Closed | -$4.74M | – | 418 |
|
|
2024
Q4 | $4.74M | Sell |
213,570
-2,000
| -0.9% | -$44.4K | 0.11% | 92 |
|
|
2024
Q3 | $4.64M | Buy |
+215,570
| New | +$4.64M | 0.11% | 96 |
|
|
2023
Q3 | – | Sell |
-229,320
| Closed | -$3.96M | – | 405 |
|
|
2023
Q2 | $3.96M | Hold |
229,320
| – | – | 0.12% | 113 |
|
|
2023
Q1 | $4.01M | Buy |
+229,320
| New | +$4.01M | 0.13% | 97 |
|
|
2022
Q4 | – | Sell |
-233,320
| Closed | -$5.08M | – | 398 |
|
|
2022
Q3 | $5.08M | Buy |
+233,320
| New | +$5.08M | 0.21% | 73 |
|