United Capital Financial 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
Q2 | $353K | Sell |
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|
2025
Q1 | $388K | Sell |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $421K | Buy |
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|
2024
Q2 | $341K | Buy |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $270K | Buy |
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|
2023
Q3 | $200K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $592K | Buy |
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|
2021
Q4 | $524K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $224K | Buy |
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