Balboa Wealth Partners's ownership history for SMBC

Balboa Wealth Partners currently holds 12.9K shares with a market value of $765.2K. It started holding SMBC on 2024-09-30. At its peak, it held 16.3K shares on 2024-12-31. Its highest holding value was $937.5K on 2024-12-31. At its lowest, it held 12.8K shares on 2025-03-31, with a value of $664.5K on 2025-03-31. In the recent 180 days, Balboa Wealth Partners has increased its shares by 113. In the recent year, Balboa Wealth Partners has decreased its shares by 3.4K.