Shelton Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,990
| Closed | -$207K | – | 849 |
|
|
2021
Q4 | $207K | Hold |
6,990
| – | – | 0.01% | 781 |
|
|
2021
Q3 | $207K | Hold |
6,990
| – | – | 0.01% | 749 |
|
|
2021
Q2 | $205K | Sell |
6,990
-254
| -4% | -$7.45K | 0.01% | 787 |
|
|
2021
Q1 | $215K | Buy |
+7,244
| New | +$215K | 0.01% | 739 |
|
|
2020
Q1 | – | Sell |
-8,638
| Closed | -$231K | – | 788 |
|
|
2019
Q4 | $231K | Sell |
8,638
-664
| -7% | -$17.8K | 0.01% | 671 |
|
|
2019
Q3 | $232K | Hold |
9,302
| – | – | 0.01% | 667 |
|
|
2019
Q2 | $216K | Buy |
9,302
+9,074
| +3,980% | +$211K | 0.01% | 731 |
|
|
2019
Q1 | $9.3K | Sell |
228
-9,074
| -98% | -$370K | 0.04% | 422 |
|
|
2018
Q4 | $224K | Buy |
9,302
+1,435
| +18% | +$34.6K | 0.02% | 639 |
|
|
2018
Q3 | $232K | Buy |
7,867
+368
| +5% | +$10.9K | 0.01% | 761 |
|
|
2018
Q2 | $224K | Hold |
7,499
| – | – | 0.01% | 731 |
|
|
2018
Q1 | $213K | Buy |
+7,499
| New | +$213K | 0.01% | 748 |
|