Visionary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
11,296
| – | – | 0.01% | 540 |
|
|
2025
Q1 | $232K | Hold |
11,296
| – | – | 0.01% | 494 |
|
|
2024
Q4 | $251K | Sell |
11,296
-1,357
| -11% | -$30.1K | 0.01% | 479 |
|
|
2024
Q3 | $273K | Hold |
12,653
| – | – | 0.02% | 455 |
|
|
2024
Q2 | $222K | Hold |
12,653
| – | – | 0.01% | 478 |
|
|
2024
Q1 | $246K | Hold |
12,653
| – | – | 0.02% | 435 |
|
|
2023
Q4 | $251K | Sell |
12,653
-1,695
| -12% | -$33.6K | 0.02% | 425 |
|
|
2023
Q3 | $243K | Hold |
14,348
| – | – | 0.02% | 403 |
|
|
2023
Q2 | $248K | Hold |
14,348
| – | – | 0.02% | 396 |
|
|
2023
Q1 | $251K | Hold |
14,348
| – | – | 0.02% | 381 |
|
|
2022
Q4 | $310K | Sell |
14,348
-1,250
| -8% | -$27K | 0.03% | 313 |
|
|
2022
Q3 | $340K | Hold |
15,598
| – | – | 0.04% | 274 |
|
|
2022
Q2 | $332K | Sell |
15,598
-650
| -4% | -$13.8K | 0.03% | 303 |
|
|
2022
Q1 | $426K | Hold |
16,248
| – | – | 0.03% | 277 |
|
|
2021
Q4 | $481K | Sell |
16,248
-4,428
| -21% | -$131K | 0.04% | 236 |
|
|
2021
Q3 | $611K | Hold |
20,676
| – | – | 0.06% | 170 |
|
|
2021
Q2 | $607K | Hold |
20,676
| – | – | 0.06% | 182 |
|
|
2021
Q1 | $613K | Hold |
20,676
| – | – | 0.06% | 178 |
|
|
2020
Q4 | $446K | Sell |
20,676
-2,324
| -10% | -$50.1K | 0.05% | 191 |
|
|
2020
Q3 | $365K | Hold |
23,000
| – | – | 0.05% | 177 |
|
|
2020
Q2 | $394K | Hold |
23,000
| – | – | 0.06% | 156 |
|
|
2020
Q1 | $423K | Hold |
23,000
| – | – | 0.08% | 133 |
|
|
2019
Q4 | $616K | Buy |
+23,000
| New | +$616K | 0.11% | 121 |
|