Sullivan, Bruyette, Speros & Blaney’s Simmons First National SFNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$1.1M Sell
37,105
-600
-2% -$17.8K 0.05% 110
2020
Q4
$814K Sell
37,705
-4,600
-11% -$99.3K 0.04% 124
2020
Q3
$671K Buy
42,305
+2,000
+5% +$31.7K 0.04% 126
2020
Q2
$690K Buy
40,305
+800
+2% +$13.7K 0.04% 114
2020
Q1
$727K Sell
39,505
-600
-1% -$11K 0.05% 98
2019
Q4
$1.07M Sell
40,105
-600
-1% -$16.1K 0.06% 87
2019
Q3
$1.01M Sell
40,705
-600
-1% -$14.9K 0.06% 85
2019
Q2
$961K Sell
41,305
-600
-1% -$14K 0.06% 84
2019
Q1
$1.03M Sell
41,905
-600
-1% -$14.7K 0.06% 76
2018
Q4
$1.03M Sell
42,505
-857
-2% -$20.7K 0.07% 70
2018
Q3
$1.28M Sell
43,362
-600
-1% -$17.7K 0.12% 45
2018
Q2
$1.31M Sell
43,962
-600
-1% -$17.9K 0.13% 41
2018
Q1
$1.27M Sell
44,562
-400
-0.9% -$11.4K 0.12% 43
2017
Q4
$1.28M Sell
44,962
-600
-1% -$17.1K 0.12% 45
2017
Q3
$1.32M Sell
45,562
-600
-1% -$17.4K 0.13% 44
2017
Q2
$1.22M Sell
46,162
-600
-1% -$15.9K 0.12% 45
2017
Q1
$1.29M Sell
46,762
-600
-1% -$16.5K 0.13% 40
2016
Q4
$1.47M Sell
47,362
-1,600
-3% -$49.7K 0.15% 33
2016
Q3
$1.22M Sell
48,962
-2,400
-5% -$59.9K 0.12% 37
2016
Q2
$1.19M Buy
+51,362
New +$1.19M 0.12% 38