Arete Wealth Advisors’s Southern Missouri Bancorp SMBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,750
| Closed | -$293K | – | 813 |
|
|
2024
Q2 | $293K | Buy |
+6,750
| New | +$293K | 0.02% | 531 |
|
|
2024
Q1 | – | Sell |
-6,750
| Closed | -$360K | – | 672 |
|
|
2023
Q4 | $360K | Hold |
6,750
| – | – | 0.03% | 494 |
|
|
2023
Q3 | $261K | Hold |
6,750
| – | – | 0.05% | 377 |
|
|
2023
Q2 | $260K | Buy |
+6,750
| New | +$260K | 0.02% | 526 |
|