Aptus Capital Advisors’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $297K | Buy |
7,610
+17
| +0.2% | +$672 | ﹤0.01% | 880 |
|
|
2025
Q4 | $281K | Buy |
7,593
+32
| +0.4% | +$1.16K | ﹤0.01% | 906 |
|
|
2025
Q3 | $270K | Buy |
7,561
+16
| +0.2% | +$572 | ﹤0.01% | 877 |
|
|
2025
Q2 | $255K | Buy |
7,545
+18
| +0.2% | +$556 | ﹤0.01% | 866 |
|
|
2025
Q1 | $234K | Buy |
7,527
+21
| +0.3% | +$698 | ﹤0.01% | 845 |
|
|
2024
Q4 | $233K | Sell |
7,506
-6,984
| -48% | -$231K | ﹤0.01% | 852 |
|
|
2024
Q3 | $422K | Buy |
14,490
+40
| +0.3% | +$1.1K | 0.01% | 581 |
|
|
2024
Q2 | $342K | Hold |
14,450
| – | – | 0.01% | 588 |
|
|
2024
Q1 | $304K | Hold |
14,450
| – | – | 0.01% | 626 |
|
|
2023
Q4 | $354K | Hold |
14,450
| – | – | 0.01% | 440 |
|
|
2023
Q3 | $309K | Hold |
14,450
| – | – | 0.01% | 466 |
|
|
2023
Q2 | $311K | Hold |
14,450
| – | – | 0.01% | 402 |
|
|
2023
Q1 | $334K | Hold |
14,450
| – | – | 0.01% | 376 |
|
|
2022
Q4 | $397K | Hold |
14,450
| – | – | 0.01% | 373 |
|
|
2022
Q3 | $357K | Hold |
14,450
| – | – | 0.01% | 363 |
|
|
2022
Q2 | $349K | Hold |
14,450
| – | – | 0.01% | 306 |
|
|
2022
Q1 | $370K | Hold |
14,450
| – | – | 0.01% | 334 |
|
|
2021
Q4 | $395K | Hold |
14,450
| – | – | 0.01% | 298 |
|
|
2021
Q3 | $374K | Hold |
14,450
| – | – | 0.01% | 301 |
|
|
2021
Q2 | $347K | Hold |
14,450
| – | – | 0.01% | 304 |
|
|
2021
Q1 | $313K | Sell |
14,450
-552
| -4% | -$11.6K | 0.01% | 296 |
|
|
2020
Q4 | $272K | Hold |
15,002
| – | – | 0.01% | 273 |
|
|
2020
Q3 | $203K | Hold |
15,002
| – | – | 0.01% | 290 |
|
|
2020
Q2 | $242K | Hold |
15,002
| – | – | 0.02% | 246 |
|
|
2020
Q1 | $228K | Hold |
15,002
| – | – | 0.02% | 250 |
|
|
2019
Q4 | $354K | Hold |
15,002
| – | – | 0.03% | 294 |
|
|
2019
Q3 | $312K | Hold |
15,002
| – | – | 0.02% | 320 |
|
|
2019
Q2 | $325K | Buy |
+15,002
| New | +$310K | 0.05% | 278 |
|
|
2019
Q1 | – | Sell |
-15,002
| Closed | -$274K | – | 324 |
|
|
2018
Q4 | $274K | Buy |
+15,002
| New | +$311K | 0.07% | 110 |
|
Other funds holding SMBK
VCM
PCMF
