Steward Partners Investment Advisory’s Simmons First National SFNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.4K | Hold |
4,084
| – | – | ﹤0.01% | 2253 |
|
|
2025
Q1 | $83.8K | Hold |
4,084
| – | – | ﹤0.01% | 2113 |
|
|
2024
Q4 | $90.6K | Hold |
4,084
| – | – | ﹤0.01% | 2032 |
|
|
2024
Q3 | $88K | Buy |
+4,084
| New | +$88K | ﹤0.01% | 1942 |
|
|
2021
Q2 | – | Sell |
-258
| Closed | -$7.66K | – | 7361 |
|
|
2021
Q1 | $7.66K | Hold |
258
| – | – | ﹤0.01% | 2883 |
|
|
2020
Q4 | $6K | Hold |
258
| – | – | ﹤0.01% | 2476 |
|
|
2020
Q3 | $4K | Hold |
258
| – | – | ﹤0.01% | 2448 |
|
|
2020
Q2 | $4K | Buy |
+258
| New | +$4K | ﹤0.01% | 2339 |
|