Visionary Wealth 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 | $214K | Hold |
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|
2025
Q1 | $232K | Hold |
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|
2024
Q4 | $251K | Sell |
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|
2024
Q3 | $273K | Hold |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $251K | Hold |
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|
2022
Q4 | $310K | Sell |
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|
2022
Q3 | $340K | Hold |
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|
2022
Q2 | $332K | Sell |
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|
2022
Q1 | $426K | Hold |
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|
2021
Q4 | $481K | Sell |
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|
2021
Q3 | $611K | Hold |
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|
2021
Q2 | $607K | Hold |
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|
2021
Q1 | $613K | Hold |
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|
2020
Q4 | $446K | Sell |
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|
2020
Q3 | $365K | Hold |
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|
2020
Q2 | $394K | Hold |
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|
2020
Q1 | $423K | Hold |
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|
2019
Q4 | $616K | Buy |
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