IFP 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
Q2 | $8.06K | Buy |
+425
| New | +$8.06K | ﹤0.01% | 3049 |
|
2025
Q1 | – | Sell |
-5
| Closed | -$111 | – | 4646 |
|
2024
Q4 | $111 | Buy |
+5
| New | +$111 | ﹤0.01% | 3996 |
|
2023
Q1 | – | Sell |
-810
| Closed | -$40K | – | 4268 |
|
2022
Q4 | $40K | Buy |
810
+196
| +32% | +$9.68K | ﹤0.01% | 2398 |
|
2022
Q3 | $31K | Hold |
614
| – | – | ﹤0.01% | 2750 |
|
2022
Q2 | $31K | Hold |
614
| – | – | ﹤0.01% | 2514 |
|
2022
Q1 | $31K | Buy |
+614
| New | +$31K | ﹤0.01% | 2514 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 4385 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 4165 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 4061 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 3882 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 3744 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 3571 |
|
2020
Q1 | – | Sell |
-584
| Closed | -$16K | – | 3505 |
|
2019
Q4 | $16K | Hold |
584
| – | – | ﹤0.01% | 1731 |
|
2019
Q3 | $15K | Buy |
+584
| New | +$15K | ﹤0.01% | 1889 |
|
2019
Q1 | – | Sell |
-584
| Closed | -$14K | – | 3236 |
|
2018
Q4 | $14K | Hold |
584
| – | – | ﹤0.01% | 2305 |
|
2018
Q3 | $17K | Hold |
584
| – | – | ﹤0.01% | 2523 |
|
2018
Q2 | $17K | Buy |
584
+292
| +100% | +$8.5K | ﹤0.01% | 2549 |
|
2018
Q1 | $17K | Sell |
292
-292
| -50% | -$17K | ﹤0.01% | 2498 |
|
2017
Q4 | $17K | Buy |
+584
| New | +$17K | ﹤0.01% | 2496 |
|
2016
Q3 | – | Sell |
-34
| Closed | -$1K | – | 4003 |
|
2016
Q2 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 3656 |
|