Dimensional Fund 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.5M | Buy |
428,426
+13,695
| +3% | +$750K | 0.01% | 1897 |
|
2025
Q1 | $21.6M | Buy |
414,731
+16,966
| +4% | +$883K | 0.01% | 1913 |
|
2024
Q4 | $22.8M | Buy |
397,765
+18,623
| +5% | +$1.07M | 0.01% | 1941 |
|
2024
Q3 | $21.4M | Buy |
379,142
+24,824
| +7% | +$1.4M | 0.01% | 1970 |
|
2024
Q2 | $15.9M | Buy |
354,318
+16,085
| +5% | +$724K | ﹤0.01% | 2071 |
|
2024
Q1 | $14.8M | Buy |
338,233
+19,449
| +6% | +$850K | ﹤0.01% | 2146 |
|
2023
Q4 | $17M | Buy |
318,784
+13,014
| +4% | +$695K | 0.01% | 2067 |
|
2023
Q3 | $11.8M | Buy |
305,770
+12,527
| +4% | +$485K | ﹤0.01% | 2165 |
|
2023
Q2 | $11.3M | Buy |
293,243
+809
| +0.3% | +$31.1K | ﹤0.01% | 2203 |
|
2023
Q1 | $10.9M | Buy |
292,434
+15,632
| +6% | +$585K | ﹤0.01% | 2195 |
|
2022
Q4 | $12.7K | Buy |
276,802
+5,419
| +2% | +$248 | ﹤0.01% | 2089 |
|
2022
Q3 | $13.8M | Buy |
271,383
+12,552
| +5% | +$640K | 0.01% | 2019 |
|
2022
Q2 | $11.7M | Buy |
258,831
+17,111
| +7% | +$774K | ﹤0.01% | 2133 |
|
2022
Q1 | $12.1M | Buy |
241,720
+7,189
| +3% | +$359K | ﹤0.01% | 2208 |
|
2021
Q4 | $12.2M | Buy |
234,531
+1,217
| +0.5% | +$63.5K | ﹤0.01% | 2225 |
|
2021
Q3 | $10.5M | Buy |
233,314
+3,452
| +2% | +$155K | ﹤0.01% | 2313 |
|
2021
Q2 | $10.3M | Sell |
229,862
-1,388
| -0.6% | -$62.4K | ﹤0.01% | 2345 |
|
2021
Q1 | $9.15M | Sell |
231,250
-1,973
| -0.8% | -$78.1K | ﹤0.01% | 2361 |
|
2020
Q4 | $7.1M | Buy |
233,223
+2,689
| +1% | +$81.9K | ﹤0.01% | 2396 |
|
2020
Q3 | $5.44M | Buy |
230,534
+1,946
| +0.9% | +$45.9K | ﹤0.01% | 2427 |
|
2020
Q2 | $5.56M | Buy |
228,588
+14,640
| +7% | +$356K | ﹤0.01% | 2448 |
|
2020
Q1 | $5.19M | Buy |
213,948
+11,026
| +5% | +$268K | ﹤0.01% | 2391 |
|
2019
Q4 | $7.78M | Buy |
202,922
+1,482
| +0.7% | +$56.8K | ﹤0.01% | 2448 |
|
2019
Q3 | $7.34M | Buy |
201,440
+8,256
| +4% | +$301K | ﹤0.01% | 2468 |
|
2019
Q2 | $6.73M | Buy |
193,184
+15,272
| +9% | +$532K | ﹤0.01% | 2556 |
|
2019
Q1 | $5.48M | Buy |
177,912
+22,347
| +14% | +$688K | ﹤0.01% | 2619 |
|
2018
Q4 | $5.27M | Buy |
155,565
+12,751
| +9% | +$432K | ﹤0.01% | 2593 |
|
2018
Q3 | $5.32M | Buy |
142,814
+15,577
| +12% | +$580K | ﹤0.01% | 2663 |
|
2018
Q2 | $4.97M | Buy |
127,237
+11,497
| +10% | +$449K | ﹤0.01% | 2663 |
|
2018
Q1 | $4.24M | Buy |
115,740
+6,697
| +6% | +$245K | ﹤0.01% | 2684 |
|
2017
Q4 | $4.1M | Buy |
109,043
+12,781
| +13% | +$480K | ﹤0.01% | 2687 |
|
2017
Q3 | $3.51M | Buy |
96,262
+15,755
| +20% | +$575K | ﹤0.01% | 2700 |
|
2017
Q2 | $2.6M | Buy |
80,507
+12,997
| +19% | +$419K | ﹤0.01% | 2791 |
|
2017
Q1 | $2.4M | Buy |
67,510
+10,338
| +18% | +$367K | ﹤0.01% | 2803 |
|
2016
Q4 | $2.02M | Buy |
57,172
+4,748
| +9% | +$168K | ﹤0.01% | 2819 |
|
2016
Q3 | $1.31M | Buy |
52,424
+2,527
| +5% | +$62.9K | ﹤0.01% | 2877 |
|
2016
Q2 | $1.17M | Buy |
49,897
+3,259
| +7% | +$76.7K | ﹤0.01% | 2884 |
|
2016
Q1 | $1.12M | Buy |
46,638
+4,088
| +10% | +$98.2K | ﹤0.01% | 2897 |
|
2015
Q4 | $1.02M | Hold |
42,550
| – | – | ﹤0.01% | 2951 |
|
2015
Q3 | $888K | Hold |
42,550
| – | – | ﹤0.01% | 3013 |
|
2015
Q2 | $802K | Buy |
42,550
+1,268
| +3% | +$23.9K | ﹤0.01% | 3063 |
|
2015
Q1 | $779K | Sell |
41,282
-394
| -0.9% | -$7.44K | ﹤0.01% | 3041 |
|
2014
Q4 | $791K | Buy |
41,676
+1,496
| +4% | +$28.4K | ﹤0.01% | 3057 |
|
2014
Q3 | $721K | Buy |
40,180
+1,188
| +3% | +$21.3K | ﹤0.01% | 3076 |
|
2014
Q2 | $704K | Buy |
38,992
+2,142
| +6% | +$38.7K | ﹤0.01% | 3118 |
|
2014
Q1 | $637K | Hold |
36,850
| – | – | ﹤0.01% | 3139 |
|
2013
Q4 | $613K | Buy |
36,850
+1,012
| +3% | +$16.8K | ﹤0.01% | 3141 |
|
2013
Q3 | $482K | Buy |
35,838
+746
| +2% | +$10K | ﹤0.01% | 3195 |
|
2013
Q2 | $450K | Buy |
+35,092
| New | +$450K | ﹤0.01% | 3203 |
|