True North 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 |
-13,316
| Closed | -$287K | – | 205 |
|
|
2022
Q4 | $287K | Hold |
13,316
| – | – | 0.1% | 141 |
|
|
2022
Q3 | $290K | Hold |
13,316
| – | – | 0.1% | 145 |
|
|
2022
Q2 | $283K | Hold |
13,316
| – | – | 0.09% | 153 |
|
|
2022
Q1 | $349K | Hold |
13,316
| – | – | 0.09% | 149 |
|
|
2021
Q4 | $393K | Hold |
13,316
| – | – | 0.07% | 174 |
|
|
2021
Q3 | $393K | Hold |
13,316
| – | – | 0.08% | 173 |
|
|
2021
Q2 | $390K | Hold |
13,316
| – | – | 0.08% | 166 |
|
|
2021
Q1 | $395K | Hold |
13,316
| – | – | 0.09% | 150 |
|
|
2020
Q4 | $287K | Hold |
13,316
| – | – | 0.07% | 159 |
|
|
2020
Q3 | $211K | Buy |
+13,316
| New | +$211K | 0.06% | 168 |
|
|
2020
Q1 | – | Sell |
-8,772
| Closed | -$235K | – | 141 |
|
|
2019
Q4 | $235K | Buy |
+8,772
| New | +$235K | 0.07% | 96 |
|