OIA
OneDigital Investment Advisors’s Simmons First National SFNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-62,588
| Closed | -$1.28M | – | 1506 |
|
|
2025
Q1 | $1.28M | Buy |
62,588
+966
| +2% | +$19.8K | 0.02% | 528 |
|
|
2024
Q4 | $1.37M | Buy |
61,622
+1
| +0% | +$22 | 0.02% | 534 |
|
|
2024
Q3 | $1.33M | Buy |
61,621
+247
| +0.4% | +$5.32K | 0.02% | 563 |
|
|
2024
Q2 | $1.08M | Buy |
61,374
+32
| +0.1% | +$563 | 0.01% | 591 |
|
|
2024
Q1 | $1.19M | Buy |
61,342
+1
| +0% | +$19 | 0.02% | 456 |
|
|
2023
Q4 | $1.22M | Buy |
61,341
+116
| +0.2% | +$2.3K | 0.02% | 412 |
|
|
2023
Q3 | $1.04M | Hold |
61,225
| – | – | 0.02% | 415 |
|
|
2023
Q2 | $1.06M | Buy |
61,225
+47
| +0.1% | +$811 | 0.02% | 401 |
|
|
2023
Q1 | $1.07M | Sell |
61,178
-805
| -1% | -$14.1K | 0.03% | 377 |
|
|
2022
Q4 | $1.34M | Buy |
61,983
+347
| +0.6% | +$7.49K | 0.04% | 308 |
|
|
2022
Q3 | $1.34M | Buy |
61,636
+258
| +0.4% | +$5.62K | 0.05% | 243 |
|
|
2022
Q2 | $1.31M | Hold |
61,378
| – | – | 0.06% | 217 |
|
|
2022
Q1 | $1.61M | Hold |
61,378
| – | – | 0.06% | 194 |
|
|
2021
Q4 | $1.82M | Hold |
61,378
| – | – | 0.06% | 175 |
|
|
2021
Q3 | $1.81M | Hold |
61,378
| – | – | 0.07% | 171 |
|
|
2021
Q2 | $1.8M | Hold |
61,378
| – | – | 0.07% | 173 |
|
|
2021
Q1 | $1.82M | Hold |
61,378
| – | – | 0.09% | 158 |
|
|
2020
Q4 | $1.33M | Hold |
61,378
| – | – | 0.07% | 194 |
|
|
2020
Q3 | $973K | Hold |
61,378
| – | – | 0.07% | 200 |
|
|
2020
Q2 | $1.05M | Hold |
61,378
| – | – | 0.08% | 202 |
|
|
2020
Q1 | $1.13M | Hold |
61,378
| – | – | 0.1% | 181 |
|
|
2019
Q4 | $1.64M | Hold |
61,378
| – | – | 0.13% | 146 |
|
|
2019
Q3 | $1.53M | Sell |
61,378
-61,178
| -50% | -$1.52M | 0.14% | 133 |
|
|
2019
Q2 | $2.85M | Buy |
122,556
+61,378
| +100% | +$1.43M | 0.22% | 72 |
|
|
2019
Q1 | $1.5M | Hold |
61,178
| – | – | 0.22% | 85 |
|
|
2018
Q4 | $1.48M | Buy |
+61,178
| New | +$1.48M | 0.25% | 85 |
|