Summit Financial Wealth Advisors’s Simmons First National SFNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $293K | Hold |
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|
2025
Q2 | $286K | Buy |
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|
2025
Q1 | $238K | Hold |
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|
2024
Q4 | $258K | Hold |
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|
2024
Q3 | $250K | Hold |
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|
2024
Q2 | $204K | Hold |
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|
2024
Q1 | $226K | Hold |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $154K | Hold |
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|
2023
Q2 | $173K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $416K | Hold |
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|
2016
Q1 | $406K | Buy |
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