BWP
Balboa Wealth Partners’s Southern Missouri Bancorp SMBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Buy |
12,830
+55
| +0.4% | +$3.01K | 0.14% | 124 |
|
|
2025
Q1 | $665K | Sell |
12,775
-3,567
| -22% | -$186K | 0.16% | 109 |
|
|
2024
Q4 | $938K | Buy |
16,342
+47
| +0.3% | +$2.7K | 0.21% | 81 |
|
|
2024
Q3 | $920K | Buy |
16,295
+54
| +0.3% | +$3.05K | 0.23% | 86 |
|
|
2024
Q2 | $731K | Buy |
16,241
+66
| +0.4% | +$2.97K | 0.19% | 92 |
|
|
2024
Q1 | $707K | Buy |
16,175
+245
| +2% | +$10.7K | 0.21% | 90 |
|
|
2023
Q4 | $851K | Hold |
15,930
| – | – | 0.28% | 69 |
|
|
2023
Q3 | $616K | Buy |
+15,930
| New | +$616K | 0.23% | 80 |
|