Oberweis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-32,430
| Closed | -$597K | – | 171 |
|
|
2020
Q1 | $597K | Sell |
32,430
-2,300
| -7% | -$42.3K | 0.33% | 68 |
|
|
2019
Q4 | $930K | Buy |
34,730
+4,300
| +14% | +$115K | 0.31% | 82 |
|
|
2019
Q3 | $758K | Buy |
30,430
+900
| +3% | +$22.4K | 0.17% | 102 |
|
|
2019
Q2 | $687K | Sell |
29,530
-9,700
| -25% | -$226K | 0.12% | 107 |
|
|
2019
Q1 | $960K | Sell |
39,230
-1,100
| -3% | -$26.9K | 0.19% | 81 |
|
|
2018
Q4 | $973K | Buy |
40,330
+700
| +2% | +$16.9K | 0.22% | 75 |
|
|
2018
Q3 | $1.17M | Buy |
39,630
+500
| +1% | +$14.7K | 0.23% | 80 |
|
|
2018
Q2 | $1.17M | Sell |
39,130
-1,890
| -5% | -$56.5K | 0.29% | 81 |
|
|
2018
Q1 | $1.17M | Buy |
41,020
+6,000
| +17% | +$171K | 0.31% | 76 |
|
|
2017
Q4 | $1M | Buy |
+35,020
| New | +$1M | 0.23% | 100 |
|