SB
Simmons Bank’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,558
| Closed | -$334K | – | 347 |
|
|
2022
Q4 | $334K | Sell |
3,558
-265
| -7% | -$24.8K | 0.03% | 277 |
|
|
2022
Q3 | $342K | Hold |
3,823
| – | – | 0.03% | 276 |
|
|
2022
Q2 | $385K | Buy |
3,823
+250
| +7% | +$25.2K | 0.03% | 272 |
|
|
2022
Q1 | $356K | Hold |
3,573
| – | – | 0.03% | 297 |
|
|
2021
Q4 | $347K | Buy |
+3,573
| New | +$347K | 0.02% | 318 |
|
|
2021
Q3 | – | Sell |
-2,490
| Closed | -$222K | – | 394 |
|
|
2021
Q2 | $222K | Hold |
2,490
| – | – | 0.02% | 355 |
|
|
2021
Q1 | $233K | Sell |
2,490
-176
| -7% | -$16.5K | 0.02% | 338 |
|
|
2020
Q4 | $246K | Buy |
2,666
+110
| +4% | +$10.2K | 0.02% | 331 |
|
|
2020
Q3 | $247K | Sell |
2,556
-251
| -9% | -$24.3K | 0.02% | 314 |
|
|
2020
Q2 | $246K | Sell |
2,807
-150
| -5% | -$13.1K | 0.02% | 315 |
|
|
2020
Q1 | $261K | Sell |
2,957
-775
| -21% | -$68.4K | 0.02% | 300 |
|
|
2019
Q4 | $344K | Sell |
3,732
-167
| -4% | -$15.4K | 0.03% | 290 |
|
|
2019
Q3 | $370K | Sell |
3,899
-1,017
| -21% | -$96.5K | 0.04% | 289 |
|
|
2019
Q2 | $410K | Buy |
4,916
+175
| +4% | +$14.6K | 0.04% | 285 |
|
|
2019
Q1 | $374K | Buy |
4,741
+525
| +12% | +$41.4K | 0.04% | 288 |
|
|
2018
Q4 | $292K | Buy |
4,216
+300
| +8% | +$20.8K | 0.03% | 294 |
|
|
2018
Q3 | $261K | Sell |
3,916
-34
| -0.9% | -$2.27K | 0.03% | 339 |
|
|
2018
Q2 | $256K | Sell |
3,950
-192
| -5% | -$12.4K | 0.02% | 334 |
|
|
2018
Q1 | $259K | Buy |
4,142
+28
| +0.7% | +$1.75K | 0.02% | 319 |
|
|
2017
Q4 | $273K | Hold |
4,114
| – | – | 0.03% | 272 |
|
|
2017
Q3 | $259K | Buy |
+4,114
| New | +$259K | 0.03% | 286 |
|