United Capital Financial 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
Q2 | $353K | Sell |
18,619
-264
| -1% | -$5.01K | ﹤0.01% | 869 |
|
|
2025
Q1 | $388K | Sell |
18,883
-10
| -0.1% | -$205 | ﹤0.01% | 808 |
|
|
2024
Q4 | $419K | Sell |
18,893
-662
| -3% | -$14.7K | ﹤0.01% | 776 |
|
|
2024
Q3 | $421K | Buy |
19,555
+163
| +0.8% | +$3.51K | ﹤0.01% | 773 |
|
|
2024
Q2 | $341K | Buy |
19,392
+4,304
| +29% | +$75.7K | ﹤0.01% | 800 |
|
|
2024
Q1 | $294K | Buy |
15,088
+1,475
| +11% | +$28.7K | ﹤0.01% | 879 |
|
|
2023
Q4 | $270K | Buy |
13,613
+1,797
| +15% | +$35.7K | ﹤0.01% | 904 |
|
|
2023
Q3 | $200K | Buy |
+11,816
| New | +$200K | ﹤0.01% | 807 |
|
|
2023
Q1 | – | Sell |
-13,815
| Closed | -$298K | – | 1053 |
|
|
2022
Q4 | $298K | Sell |
13,815
-35,797
| -72% | -$773K | ﹤0.01% | 888 |
|
|
2022
Q3 | $1.08M | Sell |
49,612
-168
| -0.3% | -$3.66K | 0.01% | 595 |
|
|
2022
Q2 | $1.06M | Buy |
49,780
+27,213
| +121% | +$578K | 0.01% | 630 |
|
|
2022
Q1 | $592K | Buy |
22,567
+4,852
| +27% | +$127K | ﹤0.01% | 792 |
|
|
2021
Q4 | $524K | Buy |
+17,715
| New | +$524K | ﹤0.01% | 842 |
|
|
2017
Q2 | – | Sell |
-8,118
| Closed | -$224K | – | 1303 |
|
|
2017
Q1 | $224K | Buy |
+8,118
| New | +$224K | ﹤0.01% | 1154 |
|