Bank of America’s SmartFinancial SMBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
17,050
+5,075
| +42% | +$171K | ﹤0.01% | 4740 |
|
|
2025
Q1 | $372K | Sell |
11,975
-5,849
| -33% | -$182K | ﹤0.01% | 4885 |
|
|
2024
Q4 | $552K | Buy |
17,824
+5,206
| +41% | +$161K | ﹤0.01% | 4631 |
|
|
2024
Q3 | $368K | Buy |
12,618
+941
| +8% | +$27.4K | ﹤0.01% | 4844 |
|
|
2024
Q2 | $276K | Buy |
11,677
+2,757
| +31% | +$65.3K | ﹤0.01% | 4922 |
|
|
2024
Q1 | $188K | Sell |
8,920
-10,001
| -53% | -$211K | ﹤0.01% | 5079 |
|
|
2023
Q4 | $463K | Buy |
18,921
+3,407
| +22% | +$83.4K | ﹤0.01% | 4674 |
|
|
2023
Q3 | $332K | Buy |
15,514
+2,044
| +15% | +$43.7K | ﹤0.01% | 4751 |
|
|
2023
Q2 | $290K | Sell |
13,470
-2,617
| -16% | -$56.3K | ﹤0.01% | 4784 |
|
|
2023
Q1 | $372K | Buy |
16,087
+4,586
| +40% | +$106K | ﹤0.01% | 4806 |
|
|
2022
Q4 | $316K | Buy |
11,501
+6,250
| +119% | +$172K | ﹤0.01% | 4952 |
|
|
2022
Q3 | $129K | Buy |
5,251
+2,619
| +100% | +$64.3K | ﹤0.01% | 5407 |
|
|
2022
Q2 | $63K | Sell |
2,632
-1,378
| -34% | -$33K | ﹤0.01% | 5930 |
|
|
2022
Q1 | $103K | Sell |
4,010
-10,774
| -73% | -$277K | ﹤0.01% | 6068 |
|
|
2021
Q4 | $405K | Buy |
14,784
+5,198
| +54% | +$142K | ﹤0.01% | 5260 |
|
|
2021
Q3 | $247K | Sell |
9,586
-1,476
| -13% | -$38K | ﹤0.01% | 5325 |
|
|
2021
Q2 | $266K | Sell |
11,062
-14,358
| -56% | -$345K | ﹤0.01% | 5129 |
|
|
2021
Q1 | $549K | Sell |
25,420
-11,507
| -31% | -$249K | ﹤0.01% | 4669 |
|
|
2020
Q4 | $669K | Buy |
36,927
+3,732
| +11% | +$67.6K | ﹤0.01% | 4139 |
|
|
2020
Q3 | $451K | Buy |
33,195
+6,327
| +24% | +$86K | ﹤0.01% | 4223 |
|
|
2020
Q2 | $435K | Buy |
26,868
+12,657
| +89% | +$205K | ﹤0.01% | 4205 |
|
|
2020
Q1 | $216K | Sell |
14,211
-5,961
| -30% | -$90.6K | ﹤0.01% | 4485 |
|
|
2019
Q4 | $477K | Buy |
20,172
+2,329
| +13% | +$55.1K | ﹤0.01% | 4319 |
|
|
2019
Q3 | $371K | Sell |
17,843
-22,751
| -56% | -$473K | ﹤0.01% | 4532 |
|
|
2019
Q2 | $880K | Buy |
40,594
+2,286
| +6% | +$49.6K | ﹤0.01% | 4000 |
|
|
2019
Q1 | $724K | Sell |
38,308
-3,117
| -8% | -$58.9K | ﹤0.01% | 4107 |
|
|
2018
Q4 | $757K | Sell |
41,425
-739
| -2% | -$13.5K | ﹤0.01% | 3994 |
|
|
2018
Q3 | $993K | Buy |
42,164
+2,936
| +7% | +$69.1K | ﹤0.01% | 3861 |
|
|
2018
Q2 | $1.01M | Buy |
39,228
+18,871
| +93% | +$486K | ﹤0.01% | 3833 |
|
|
2018
Q1 | $479K | Buy |
20,357
+19,236
| +1,716% | +$453K | ﹤0.01% | 4179 |
|
|
2017
Q4 | $24K | Buy |
1,121
+788
| +237% | +$16.9K | ﹤0.01% | 5549 |
|
|
2017
Q3 | $8K | Buy |
333
+318
| +2,120% | +$7.64K | ﹤0.01% | 5805 |
|
|
2017
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 6239 |
|
|
2017
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 6284 |
|
|
2016
Q4 | $0 | Sell |
15
-616
| -98% | – | ﹤0.01% | 6395 |
|
|
2016
Q3 | $10K | Buy |
631
+616
| +4,107% | +$9.76K | ﹤0.01% | 5614 |
|
|
2016
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 6412 |
|
|
2016
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 6236 |
|