WR Wealth Planners’s Simmons First National SFNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $282K | Buy |
12,703
+125
| +1% | +$2.77K | 0.09% | 134 |
|
|
2024
Q3 | $271K | Buy |
12,578
+147
| +1% | +$3.17K | 0.08% | 153 |
|
|
2024
Q2 | $219K | Buy |
12,431
+135
| +1% | +$2.37K | 0.07% | 158 |
|
|
2024
Q1 | $239K | Buy |
12,296
+127
| +1% | +$2.47K | 0.07% | 152 |
|
|
2023
Q4 | $241K | Buy |
12,169
+147
| +1% | +$2.92K | 0.09% | 158 |
|
|
2023
Q3 | $204K | Buy |
12,022
+135
| +1% | +$2.29K | 0.08% | 165 |
|
|
2023
Q2 | $205K | Buy |
11,887
+134
| +1% | +$2.31K | 0.08% | 166 |
|
|
2023
Q1 | $206K | Buy |
11,753
+102
| +0.9% | +$1.78K | 0.09% | 154 |
|
|
2022
Q4 | $251K | Buy |
11,651
+99
| +0.9% | +$2.14K | 0.15% | 101 |
|
|
2022
Q3 | $252K | Buy |
11,552
+105
| +0.9% | +$2.29K | 0.18% | 89 |
|
|
2022
Q2 | $243K | Buy |
11,447
+85
| +0.7% | +$1.81K | 0.16% | 99 |
|
|
2022
Q1 | $298K | Buy |
+11,362
| New | +$298K | 0.18% | 96 |
|