Welch & Forbes’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 | $334K | Hold |
6,099
| – | – | ﹤0.01% | 314 |
|
|
2025
Q1 | $317K | Sell |
6,099
-442
| -7% | -$23K | ﹤0.01% | 312 |
|
|
2024
Q4 | $375K | Sell |
6,541
-424
| -6% | -$24.3K | ﹤0.01% | 308 |
|
|
2024
Q3 | $393K | Hold |
6,965
| – | – | 0.01% | 309 |
|
|
2024
Q2 | $305K | Hold |
6,965
| – | – | ﹤0.01% | 326 |
|
|
2024
Q1 | $304K | Sell |
6,965
-700
| -9% | -$30.6K | ﹤0.01% | 330 |
|
|
2023
Q4 | $409K | Sell |
7,665
-625
| -8% | -$33.4K | 0.01% | 302 |
|
|
2023
Q3 | $321K | Sell |
8,290
-602
| -7% | -$23.3K | 0.01% | 320 |
|
|
2023
Q2 | $342K | Sell |
8,892
-1,099
| -11% | -$42.3K | 0.01% | 317 |
|
|
2023
Q1 | $374K | Buy |
+9,991
| New | +$374K | 0.01% | 307 |
|