Allworth Financial’s SmartFinancial SMBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.8K Buy
83
+67
+419% +$2.26K ﹤0.01% 3554
2025
Q1
$484 Sell
16
-113
-88% -$3.42K ﹤0.01% 3675
2024
Q4
$4.49K Buy
129
+77
+148% +$2.68K ﹤0.01% 2812
2024
Q3
$1.52K Buy
+52
New +$1.52K ﹤0.01% 3072