Aptus Capital Advisors’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
7,545
+18
| +0.2% | +$608 | ﹤0.01% | 856 |
|
|
2025
Q1 | $234K | Buy |
7,527
+21
| +0.3% | +$653 | ﹤0.01% | 840 |
|
|
2024
Q4 | $233K | Sell |
7,506
-6,984
| -48% | -$216K | ﹤0.01% | 844 |
|
|
2024
Q3 | $422K | Buy |
14,490
+40
| +0.3% | +$1.17K | 0.01% | 580 |
|
|
2024
Q2 | $342K | Hold |
14,450
| – | – | 0.01% | 585 |
|
|
2024
Q1 | $304K | Hold |
14,450
| – | – | 0.01% | 619 |
|
|
2023
Q4 | $354K | Hold |
14,450
| – | – | 0.01% | 438 |
|
|
2023
Q3 | $309K | Hold |
14,450
| – | – | 0.01% | 463 |
|
|
2023
Q2 | $311K | Hold |
14,450
| – | – | 0.01% | 391 |
|
|
2023
Q1 | $334K | Hold |
14,450
| – | – | 0.01% | 374 |
|
|
2022
Q4 | $397K | Hold |
14,450
| – | – | 0.01% | 371 |
|
|
2022
Q3 | $357K | Hold |
14,450
| – | – | 0.01% | 359 |
|
|
2022
Q2 | $349K | Hold |
14,450
| – | – | 0.01% | 299 |
|
|
2022
Q1 | $370K | Hold |
14,450
| – | – | 0.01% | 325 |
|
|
2021
Q4 | $395K | Hold |
14,450
| – | – | 0.01% | 289 |
|
|
2021
Q3 | $374K | Hold |
14,450
| – | – | 0.01% | 282 |
|
|
2021
Q2 | $347K | Hold |
14,450
| – | – | 0.01% | 285 |
|
|
2021
Q1 | $313K | Sell |
14,450
-552
| -4% | -$12K | 0.01% | 276 |
|
|
2020
Q4 | $272K | Hold |
15,002
| – | – | 0.01% | 254 |
|
|
2020
Q3 | $203K | Hold |
15,002
| – | – | 0.01% | 267 |
|
|
2020
Q2 | $242K | Hold |
15,002
| – | – | 0.02% | 230 |
|
|
2020
Q1 | $228K | Hold |
15,002
| – | – | 0.02% | 236 |
|
|
2019
Q4 | $354K | Hold |
15,002
| – | – | 0.03% | 246 |
|
|
2019
Q3 | $312K | Hold |
15,002
| – | – | 0.02% | 276 |
|
|
2019
Q2 | $325K | Buy |
+15,002
| New | +$325K | 0.05% | 267 |
|
|
2019
Q1 | – | Sell |
-15,002
| Closed | -$274K | – | 310 |
|
|
2018
Q4 | $274K | Buy |
+15,002
| New | +$274K | 0.07% | 103 |
|