Summit Financial Wealth Advisors’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
Q1 | $238K | Hold |
11,590
| – | – | 0.05% | 130 |
|
|
2024
Q4 | $258K | Hold |
11,590
| – | – | 0.05% | 129 |
|
|
2024
Q3 | $250K | Hold |
11,590
| – | – | 0.05% | 130 |
|
|
2024
Q2 | $204K | Hold |
11,590
| – | – | 0.04% | 138 |
|
|
2024
Q1 | $226K | Hold |
11,590
| – | – | 0.05% | 125 |
|
|
2023
Q4 | $230K | Buy |
11,590
+1,590
| +16% | +$31.5K | 0.05% | 114 |
|
|
2023
Q3 | $154K | Hold |
10,000
| – | – | 0.04% | 118 |
|
|
2023
Q2 | $173K | Buy |
+10,000
| New | +$173K | 0.04% | 116 |
|
|
2016
Q3 | – | Sell |
-18,000
| Closed | -$416K | – | 155 |
|
|
2016
Q2 | $416K | Hold |
18,000
| – | – | 0.17% | 96 |
|
|
2016
Q1 | $406K | Buy |
+18,000
| New | +$406K | 0.18% | 101 |
|