Naviter Wealth’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 | $224K | Sell |
11,658
-5,000
| -30% | -$95.9K | 0.03% | 254 |
|
|
2025
Q1 | $345K | Hold |
16,658
| – | – | 0.04% | 220 |
|
|
2024
Q4 | $373K | Buy |
16,658
+3,250
| +24% | +$72.8K | 0.05% | 223 |
|
|
2024
Q3 | $292K | Buy |
+13,408
| New | +$292K | 0.04% | 208 |
|
|
2023
Q1 | – | Sell |
-10,114
| Closed | -$211K | – | 216 |
|
|
2022
Q4 | $211K | Buy |
+10,114
| New | +$211K | 0.06% | 183 |
|