Bailard’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 | $665K | Buy |
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|
2025
Q1 | $386K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $398K | Hold |
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|
2024
Q2 | $323K | Hold |
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|
2024
Q1 | $288K | Hold |
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|
2023
Q4 | $334K | Hold |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $512K | Hold |
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|
2022
Q4 | $608K | Hold |
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|
2022
Q3 | $547K | Hold |
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|
2022
Q2 | $535K | Hold |
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|
2022
Q1 | $566K | Hold |
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|
2021
Q4 | $605K | Buy |
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|
2021
Q3 | $404K | Hold |
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|
2021
Q2 | $375K | Buy |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $247K | Buy |
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|
2020
Q3 | $176K | Sell |
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|
2020
Q2 | $221K | Buy |
|