Creative Planning’s Southern Missouri Bancorp SMBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
19,891
+8,740
| +78% | +$479K | ﹤0.01% | 1776 |
|
|
2025
Q1 | $580K | Buy |
11,151
+2,805
| +34% | +$146K | ﹤0.01% | 2151 |
|
|
2024
Q4 | $479K | Buy |
8,346
+1,736
| +26% | +$99.6K | ﹤0.01% | 2251 |
|
|
2024
Q3 | $373K | Buy |
6,610
+1,142
| +21% | +$64.5K | ﹤0.01% | 2346 |
|
|
2024
Q2 | $246K | Buy |
+5,468
| New | +$246K | ﹤0.01% | 2504 |
|