Morgan Stanley’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 | $3.38M | Buy |
61,764
+5,402
| +10% | +$296K | ﹤0.01% | 4367 |
|
|
2025
Q1 | $2.93M | Buy |
56,362
+387
| +0.7% | +$20.1K | ﹤0.01% | 4338 |
|
|
2024
Q4 | $3.21M | Buy |
55,975
+5,885
| +12% | +$338K | ﹤0.01% | 4347 |
|
|
2024
Q3 | $2.83M | Buy |
50,090
+29,030
| +138% | +$1.64M | ﹤0.01% | 4409 |
|
|
2024
Q2 | $948K | Sell |
21,060
-1,401
| -6% | -$63.1K | ﹤0.01% | 4992 |
|
|
2024
Q1 | $982K | Sell |
22,461
-37,429
| -62% | -$1.64M | ﹤0.01% | 4960 |
|
|
2023
Q4 | $3.2M | Buy |
59,890
+45,824
| +326% | +$2.45M | ﹤0.01% | 4668 |
|
|
2023
Q3 | $544K | Buy |
14,066
+2,162
| +18% | +$83.6K | ﹤0.01% | 5130 |
|
|
2023
Q2 | $458K | Buy |
11,904
+4,552
| +62% | +$175K | ﹤0.01% | 5258 |
|
|
2023
Q1 | $275K | Buy |
7,352
+4,405
| +149% | +$165K | ﹤0.01% | 5560 |
|
|
2022
Q4 | $135K | Sell |
2,947
-9,171
| -76% | -$420K | ﹤0.01% | 5839 |
|
|
2022
Q3 | $619K | Sell |
12,118
-4,664
| -28% | -$238K | ﹤0.01% | 5157 |
|
|
2022
Q2 | $760K | Buy |
16,782
+1,259
| +8% | +$57K | ﹤0.01% | 5191 |
|
|
2022
Q1 | $775K | Sell |
15,523
-12,997
| -46% | -$649K | ﹤0.01% | 5145 |
|
|
2021
Q4 | $1.49M | Buy |
28,520
+3,897
| +16% | +$203K | ﹤0.01% | 4794 |
|
|
2021
Q3 | $1.11M | Buy |
24,623
+12,653
| +106% | +$568K | ﹤0.01% | 4988 |
|
|
2021
Q2 | $539K | Sell |
11,970
-8,282
| -41% | -$373K | ﹤0.01% | 5478 |
|
|
2021
Q1 | $798K | Sell |
20,252
-6,501
| -24% | -$256K | ﹤0.01% | 4867 |
|
|
2020
Q4 | $815K | Buy |
26,753
+2,849
| +12% | +$86.8K | ﹤0.01% | 4779 |
|
|
2020
Q3 | $563K | Buy |
23,904
+1,515
| +7% | +$35.7K | ﹤0.01% | 4574 |
|
|
2020
Q2 | $544K | Buy |
22,389
+4,963
| +28% | +$121K | ﹤0.01% | 4555 |
|
|
2020
Q1 | $423K | Buy |
17,426
+6,955
| +66% | +$169K | ﹤0.01% | 4472 |
|
|
2019
Q4 | $402K | Buy |
10,471
+8,213
| +364% | +$315K | ﹤0.01% | 5056 |
|
|
2019
Q3 | $82K | Buy |
2,258
+1,961
| +660% | +$71.2K | ﹤0.01% | 5516 |
|
|
2019
Q2 | $11K | Sell |
297
-967
| -77% | -$35.8K | ﹤0.01% | 6106 |
|
|
2019
Q1 | $39K | Sell |
1,264
-15,150
| -92% | -$467K | ﹤0.01% | 5773 |
|
|
2018
Q4 | $557K | Buy |
16,414
+1,681
| +11% | +$57K | ﹤0.01% | 4713 |
|
|
2018
Q3 | $548K | Sell |
14,733
-655
| -4% | -$24.4K | ﹤0.01% | 4953 |
|
|
2018
Q2 | $601K | Sell |
15,388
-511
| -3% | -$20K | ﹤0.01% | 4970 |
|
|
2018
Q1 | $582K | Sell |
15,899
-287
| -2% | -$10.5K | ﹤0.01% | 4913 |
|
|
2017
Q4 | $609K | Buy |
16,186
+4,331
| +37% | +$163K | ﹤0.01% | 4860 |
|
|
2017
Q3 | $432K | Buy |
11,855
+6,659
| +128% | +$243K | ﹤0.01% | 4971 |
|
|
2017
Q2 | $168K | Sell |
5,196
-2,583
| -33% | -$83.5K | ﹤0.01% | 5424 |
|
|
2017
Q1 | $276K | Sell |
7,779
-9,325
| -55% | -$331K | ﹤0.01% | 5159 |
|
|
2016
Q4 | $605K | Buy |
17,104
+15,896
| +1,316% | +$562K | ﹤0.01% | 4804 |
|
|
2016
Q3 | $30K | Buy |
1,208
+1,008
| +504% | +$25K | ﹤0.01% | 5791 |
|
|
2016
Q2 | $5K | Sell |
200
-9,253
| -98% | -$231K | ﹤0.01% | 6224 |
|
|
2016
Q1 | $227K | Buy |
9,453
+9,440
| +72,615% | +$227K | ﹤0.01% | 4899 |
|
|
2015
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 6785 |
|
|
2015
Q3 | – | Sell |
-14
| Closed | – | – | 6710 |
|
|
2015
Q2 | $0 | Sell |
14
-158
| -92% | – | ﹤0.01% | 6739 |
|
|
2015
Q1 | $3K | Buy |
172
+160
| +1,333% | +$2.79K | ﹤0.01% | 6400 |
|
|
2014
Q4 | $0 | Sell |
12
-440
| -97% | – | ﹤0.01% | 6657 |
|
|
2014
Q3 | $8K | Buy |
452
+280
| +163% | +$4.96K | ﹤0.01% | 6244 |
|
|
2014
Q2 | $3K | Hold |
172
| – | – | ﹤0.01% | 6353 |
|
|
2014
Q1 | $3K | Buy |
172
+12
| +8% | +$209 | ﹤0.01% | 6314 |
|
|
2013
Q4 | $3K | Buy |
+160
| New | +$3K | ﹤0.01% | 6221 |
|