Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,632
| Closed | -$35.2K | – | 1439 |
|
|
2022
Q4 | $35.2K | Sell |
1,632
-1,520
| -48% | -$32.8K | 0.01% | 498 |
|
|
2022
Q3 | $68.7K | Buy |
3,152
+24
| +0.8% | +$523 | 0.03% | 313 |
|
|
2022
Q2 | $66.5K | Buy |
3,128
+917
| +41% | +$19.5K | 0.03% | 310 |
|
|
2022
Q1 | $58K | Buy |
2,211
+952
| +76% | +$25K | 0.02% | 365 |
|
|
2021
Q4 | $37.2K | Buy |
1,259
+23
| +2% | +$680 | 0.01% | 505 |
|
|
2021
Q3 | $36.5K | Hold |
1,236
| – | – | 0.01% | 494 |
|
|
2021
Q2 | $36.3K | Hold |
1,236
| – | – | 0.01% | 502 |
|
|
2021
Q1 | $36.7K | Hold |
1,236
| – | – | 0.01% | 485 |
|
|
2020
Q4 | $26.7K | Hold |
1,236
| – | – | 0.01% | 531 |
|
|
2020
Q3 | $19.6K | Buy |
1,236
+926
| +299% | +$14.7K | 0.01% | 550 |
|
|
2020
Q2 | $5.3K | Buy |
310
+34
| +12% | +$582 | ﹤0.01% | 860 |
|
|
2020
Q1 | $5.08K | Sell |
276
-1,384
| -83% | -$25.5K | ﹤0.01% | 812 |
|
|
2019
Q4 | $44.5K | Buy |
1,660
+334
| +25% | +$8.95K | 0.02% | 335 |
|
|
2019
Q3 | $33K | Hold |
1,326
| – | – | 0.02% | 420 |
|
|
2019
Q2 | $30.8K | Hold |
1,326
| – | – | 0.02% | 447 |
|
|
2019
Q1 | $32.5K | Hold |
1,326
| – | – | 0.02% | 413 |
|
|
2018
Q4 | $32K | Hold |
1,326
| – | – | 0.02% | 374 |
|
|
2018
Q3 | $39.1K | Hold |
1,326
| – | – | 0.03% | 342 |
|
|
2018
Q2 | $39.6K | Hold |
1,326
| – | – | 0.03% | 348 |
|
|
2018
Q1 | $37.7K | Hold |
1,326
| – | – | 0.03% | 350 |
|
|
2017
Q4 | $37.9K | Hold |
1,326
| – | – | 0.03% | 349 |
|
|
2017
Q3 | $38.4K | Hold |
1,326
| – | – | 0.03% | 337 |
|
|
2017
Q2 | $35.1K | Hold |
1,326
| – | – | 0.03% | 337 |
|
|
2017
Q1 | $36.6K | Hold |
1,326
| – | – | 0.03% | 324 |
|
|
2016
Q4 | $41.2K | Hold |
1,326
| – | – | 0.04% | 298 |
|
|
2016
Q3 | $33.1K | Hold |
1,326
| – | – | 0.03% | 331 |
|
|
2016
Q2 | $30.6K | Buy |
+1,326
| New | +$30.6K | 0.03% | 326 |
|