Aquatic Capital Management’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Buy |
4,721
+1,701
| +56% | +$57.5K | ﹤0.01% | 1046 |
|
|
2025
Q1 | $93.9K | Sell |
3,020
-333
| -10% | -$10.4K | ﹤0.01% | 1071 |
|
|
2024
Q4 | $104K | Buy |
+3,353
| New | +$104K | ﹤0.01% | 1056 |
|
|
2023
Q3 | – | Sell |
-300
| Closed | -$6K | – | 1612 |
|
|
2023
Q2 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 1238 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$2K | – | 1789 |
|
|
2022
Q3 | $2K | Sell |
100
-400
| -80% | -$8K | ﹤0.01% | 1116 |
|
|
2022
Q2 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 942 |
|
|
2022
Q1 | – | Sell |
-400
| Closed | -$11K | – | 1488 |
|
|
2021
Q4 | $11K | Buy |
+400
| New | +$11K | 0.02% | 775 |
|