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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
|
|||||
|
2025
Q1 | $234K | Buy |
|
|||||
|
2024
Q4 | $233K | Sell |
|
|||||
|
2024
Q3 | $422K | Buy |
|
|||||
|
2024
Q2 | $342K | Hold |
|
|||||
|
2024
Q1 | $304K | Hold |
|
|||||
|
2023
Q4 | $354K | Hold |
|
|||||
|
2023
Q3 | $309K | Hold |
|
|||||
|
2023
Q2 | $311K | Hold |
|
|||||
|
2023
Q1 | $334K | Hold |
|
|||||
|
2022
Q4 | $397K | Hold |
|
|||||
|
2022
Q3 | $357K | Hold |
|
|||||
|
2022
Q2 | $349K | Hold |
|
|||||
|
2022
Q1 | $370K | Hold |
|
|||||
|
2021
Q4 | $395K | Hold |
|
|||||
|
2021
Q3 | $374K | Hold |
|
|||||
|
2021
Q2 | $347K | Hold |
|
|||||
|
2021
Q1 | $313K | Sell |
|
|||||
|
2020
Q4 | $272K | Hold |
|
|||||
|
2020
Q3 | $203K | Hold |
|
|||||
|
2020
Q2 | $242K | Hold |
|
|||||
|
2020
Q1 | $228K | Hold |
|
|||||
|
2019
Q4 | $354K | Hold |
|
|||||
|
2019
Q3 | $312K | Hold |
|
|||||
|
2019
Q2 | $325K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $274K | Buy |
|