Waverly 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 | $1.23M | Buy |
64,621
+191
| +0.3% | +$3.62K | 0.01% | 572 |
|
|
2025
Q1 | $1.32M | Sell |
64,430
-8
| -0% | -$164 | 0.02% | 555 |
|
|
2024
Q4 | $1.43M | Buy |
64,438
+8
| +0% | +$177 | 0.02% | 445 |
|
|
2024
Q3 | $1.39M | Hold |
64,430
| – | – | 0.03% | 393 |
|
|
2024
Q2 | $1.13M | Hold |
64,430
| – | – | 0.02% | 415 |
|
|
2024
Q1 | $1.25M | Buy |
+64,430
| New | +$1.25M | 0.03% | 329 |
|