TCI 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
Q2 | – | Sell |
-717
| Closed | -$12.5K | – | 1892 |
|
|
2023
Q1 | $12.5K | Sell |
717
-1
| -0.1% | -$17 | ﹤0.01% | 943 |
|
|
2022
Q4 | $15.5K | Buy |
718
+433
| +152% | +$9.34K | ﹤0.01% | 818 |
|
|
2022
Q3 | $6K | Buy |
285
+7
| +3% | +$147 | ﹤0.01% | 1374 |
|
|
2022
Q2 | $6K | Sell |
278
-447
| -62% | -$9.65K | ﹤0.01% | 1396 |
|
|
2022
Q1 | $19K | Buy |
725
+96
| +15% | +$2.52K | ﹤0.01% | 727 |
|
|
2021
Q4 | $19K | Hold |
629
| – | – | ﹤0.01% | 740 |
|
|
2021
Q3 | $19K | Buy |
629
+57
| +10% | +$1.72K | ﹤0.01% | 702 |
|
|
2021
Q2 | $17K | Hold |
572
| – | – | ﹤0.01% | 650 |
|
|
2021
Q1 | $17K | Buy |
572
+294
| +106% | +$8.74K | 0.01% | 616 |
|
|
2020
Q4 | $6K | Sell |
278
-111
| -29% | -$2.4K | ﹤0.01% | 803 |
|
|
2020
Q3 | $6K | Buy |
+389
| New | +$6K | ﹤0.01% | 713 |
|
|
2020
Q1 | – | Sell |
-133
| Closed | -$4K | – | 1716 |
|
|
2019
Q4 | $4K | Hold |
133
| – | – | ﹤0.01% | 945 |
|
|
2019
Q3 | $3K | Buy |
+133
| New | +$3K | ﹤0.01% | 978 |
|