Wells Fargo’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 | Buy |
6,102
+398
| +7% | +$21.8K | ﹤0.01% | 4056 |
|
|
2025
Q1 | $297K | Sell |
5,704
-396
| -6% | -$20.6K | ﹤0.01% | 3998 |
|
|
2024
Q4 | $350K | Buy |
6,100
+1,739
| +40% | +$99.8K | ﹤0.01% | 3957 |
|
|
2024
Q3 | $246K | Buy |
4,361
+186
| +4% | +$10.5K | ﹤0.01% | 4052 |
|
|
2024
Q2 | $188K | Buy |
4,175
+819
| +24% | +$36.9K | ﹤0.01% | 4197 |
|
|
2024
Q1 | $147K | Buy |
3,356
+430
| +15% | +$18.8K | ﹤0.01% | 4301 |
|
|
2023
Q4 | $156K | Buy |
2,926
+797
| +37% | +$42.5K | ﹤0.01% | 4231 |
|
|
2023
Q3 | $82.4K | Sell |
2,129
-1,147
| -35% | -$44.4K | ﹤0.01% | 4562 |
|
|
2023
Q2 | $126K | Buy |
3,276
+1,895
| +137% | +$72.9K | ﹤0.01% | 4628 |
|
|
2023
Q1 | $51.7K | Buy |
+1,381
| New | +$51.7K | ﹤0.01% | 4858 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$1K | – | 7345 |
|
|
2022
Q3 | $1K | Sell |
20
-81
| -80% | -$4.05K | ﹤0.01% | 6118 |
|
|
2022
Q2 | $5K | Sell |
101
-8,150
| -99% | -$403K | ﹤0.01% | 5729 |
|
|
2022
Q1 | $412K | Sell |
8,251
-3,584
| -30% | -$179K | ﹤0.01% | 4275 |
|
|
2021
Q4 | $617K | Buy |
11,835
+8,210
| +226% | +$428K | ﹤0.01% | 4210 |
|
|
2021
Q3 | $163K | Sell |
3,625
-779
| -18% | -$35K | ﹤0.01% | 4904 |
|
|
2021
Q2 | $198K | Buy |
4,404
+1,790
| +68% | +$80.5K | ﹤0.01% | 4737 |
|
|
2021
Q1 | $103K | Sell |
2,614
-15,904
| -86% | -$627K | ﹤0.01% | 5134 |
|
|
2020
Q4 | $564K | Buy |
18,518
+1,029
| +6% | +$31.3K | ﹤0.01% | 4353 |
|
|
2020
Q3 | $412K | Sell |
17,489
-1,266
| -7% | -$29.8K | ﹤0.01% | 4371 |
|
|
2020
Q2 | $455K | Buy |
18,755
+4,007
| +27% | +$97.2K | ﹤0.01% | 4280 |
|
|
2020
Q1 | $358K | Buy |
14,748
+365
| +3% | +$8.86K | ﹤0.01% | 4154 |
|
|
2019
Q4 | $552K | Sell |
14,383
-2,794
| -16% | -$107K | ﹤0.01% | 4190 |
|
|
2019
Q3 | $626K | Buy |
17,177
+5,134
| +43% | +$187K | ﹤0.01% | 4116 |
|
|
2019
Q2 | $420K | Sell |
12,043
-36
| -0.3% | -$1.26K | ﹤0.01% | 4377 |
|
|
2019
Q1 | $372K | Buy |
12,079
+980
| +9% | +$30.2K | ﹤0.01% | 4444 |
|
|
2018
Q4 | $376K | Buy |
11,099
+746
| +7% | +$25.3K | ﹤0.01% | 4367 |
|
|
2018
Q3 | $386K | Buy |
10,353
+189
| +2% | +$7.05K | ﹤0.01% | 4492 |
|
|
2018
Q2 | $397K | Buy |
10,164
+307
| +3% | +$12K | ﹤0.01% | 4508 |
|
|
2018
Q1 | $361K | Buy |
9,857
+402
| +4% | +$14.7K | ﹤0.01% | 4497 |
|
|
2017
Q4 | $355K | Buy |
9,455
+1,833
| +24% | +$68.8K | ﹤0.01% | 4508 |
|
|
2017
Q3 | $278K | Sell |
7,622
-632
| -8% | -$23.1K | ﹤0.01% | 4577 |
|
|
2017
Q2 | $266K | Buy |
8,254
+2,738
| +50% | +$88.2K | ﹤0.01% | 4468 |
|
|
2017
Q1 | $196K | Buy |
5,516
+2,300
| +72% | +$81.7K | ﹤0.01% | 4646 |
|
|
2016
Q4 | $114K | Buy |
3,216
+1,816
| +130% | +$64.4K | ﹤0.01% | 4868 |
|
|
2016
Q3 | $35K | Buy |
1,400
+1,399
| +139,900% | +$35K | ﹤0.01% | 5163 |
|
|
2016
Q2 | $0 | Sell |
1
-3,039
| -100% | – | ﹤0.01% | 5930 |
|
|
2016
Q1 | $73K | Buy |
3,040
+2,640
| +660% | +$63.4K | ﹤0.01% | 4873 |
|
|
2015
Q4 | $10K | Buy |
400
+399
| +39,900% | +$9.98K | ﹤0.01% | 5459 |
|
|
2015
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 6053 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 6143 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 6038 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 6065 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 6046 |
|
|
2014
Q2 | – | Sell |
-2
| Closed | – | – | 5993 |
|
|
2014
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 5797 |
|
|
2013
Q4 | – | Sell |
-400
| Closed | -$5K | – | 5671 |
|
|
2013
Q3 | $5K | Sell |
400
-2
| -0.5% | -$25 | ﹤0.01% | 5158 |
|
|
2013
Q2 | $5K | Buy |
+402
| New | +$5K | ﹤0.01% | 5094 |
|