Independent Advisor Alliance’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 | $649K | Hold |
11,855
| – | – | 0.02% | 511 |
|
|
2025
Q1 | $617K | Sell |
11,855
-1
| -0% | -$52 | 0.02% | 477 |
|
|
2024
Q4 | $680K | Buy |
11,856
+1
| +0% | +$57 | 0.01% | 845 |
|
|
2024
Q3 | $670K | Hold |
11,855
| – | – | 0.02% | 399 |
|
|
2024
Q2 | $534K | Hold |
11,855
| – | – | 0.02% | 449 |
|
|
2024
Q1 | $518K | Hold |
11,855
| – | – | 0.02% | 449 |
|
|
2023
Q4 | $633K | Hold |
11,855
| – | – | 0.02% | 389 |
|
|
2023
Q3 | $459K | Sell |
11,855
-6,000
| -34% | -$232K | 0.02% | 429 |
|
|
2023
Q2 | $687K | Hold |
17,855
| – | – | 0.03% | 359 |
|
|
2023
Q1 | $668K | Hold |
17,855
| – | – | 0.03% | 359 |
|
|
2022
Q4 | $818 | Hold |
17,855
| – | – | ﹤0.01% | 310 |
|
|
2022
Q3 | $911K | Hold |
17,855
| – | – | 0.05% | 274 |
|
|
2022
Q2 | $808K | Hold |
17,855
| – | – | 0.05% | 300 |
|
|
2022
Q1 | $892K | Hold |
17,855
| – | – | 0.04% | 294 |
|
|
2021
Q4 | $931K | Hold |
17,855
| – | – | 0.05% | 289 |
|
|
2021
Q3 | $802K | Hold |
17,855
| – | – | 0.04% | 294 |
|
|
2021
Q2 | $803K | Hold |
17,855
| – | – | 0.04% | 307 |
|
|
2021
Q1 | $704K | Sell |
17,855
-2,880
| -14% | -$114K | 0.04% | 309 |
|
|
2020
Q4 | $631K | Hold |
20,735
| – | – | 0.04% | 302 |
|
|
2020
Q3 | $489K | Hold |
20,735
| – | – | 0.04% | 303 |
|
|
2020
Q2 | $504K | Hold |
20,735
| – | – | 0.05% | 270 |
|
|
2020
Q1 | $503K | Buy |
+20,735
| New | +$503K | 0.07% | 214 |
|