RGT Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-41,209
| Closed | -$1.17M | – | 77 |
|
2018
Q1 | $1.17M | Buy |
41,209
+24,843
| +152% | +$707K | 0.56% | 24 |
|
2017
Q4 | $467K | Buy |
16,366
+52
| +0.3% | +$1.48K | 0.25% | 42 |
|
2017
Q3 | $472K | Buy |
16,314
+60
| +0.4% | +$1.74K | 0.31% | 37 |
|
2017
Q2 | $430K | Buy |
16,254
+56
| +0.3% | +$1.48K | 0.29% | 38 |
|
2017
Q1 | $447K | Buy |
16,198
+3,894
| +32% | +$107K | 0.3% | 41 |
|
2016
Q4 | $382K | Buy |
12,304
+58
| +0.5% | +$1.8K | 0.21% | 57 |
|
2016
Q3 | $305K | Buy |
+12,246
| New | +$305K | 0.19% | 72 |
|