Patten & Patten’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
-10,000
Closed -$184K 235
2020
Q1
$184K Hold
10,000
0.02% 220
2019
Q4
$268K Hold
10,000
0.03% 221
2019
Q3
$249K Hold
10,000
0.03% 219
2019
Q2
$233K Hold
10,000
0.03% 223
2019
Q1
$245K Sell
10,000
-3,184
-24% -$78K 0.03% 213
2018
Q4
$318K Hold
13,184
0.04% 190
2018
Q3
$388K Sell
13,184
-4,150
-24% -$122K 0.04% 189
2018
Q2
$518K Hold
17,334
0.05% 172
2018
Q1
$493K Hold
17,334
0.05% 174
2017
Q4
$495K Hold
17,334
0.05% 181
2017
Q3
$502K Hold
17,334
0.05% 180
2017
Q2
$458K Hold
17,334
0.05% 186
2017
Q1
$478K Buy
+17,334
New +$478K 0.06% 173