Bank of New York Mellon’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
74,245
-1,229
| -2% | -$41.5K | ﹤0.01% | 2631 |
|
|
2025
Q1 | $2.35M | Sell |
75,474
-2,271
| -3% | -$70.6K | ﹤0.01% | 2605 |
|
|
2024
Q4 | $2.41M | Sell |
77,745
-6,310
| -8% | -$195K | ﹤0.01% | 2669 |
|
|
2024
Q3 | $2.45M | Sell |
84,055
-11,966
| -12% | -$349K | ﹤0.01% | 2649 |
|
|
2024
Q2 | $2.27M | Buy |
96,021
+3,810
| +4% | +$90.2K | ﹤0.01% | 2728 |
|
|
2024
Q1 | $1.94M | Sell |
92,211
-3,546
| -4% | -$74.7K | ﹤0.01% | 2772 |
|
|
2023
Q4 | $2.35M | Buy |
95,757
+25,796
| +37% | +$632K | ﹤0.01% | 2742 |
|
|
2023
Q3 | $1.5M | Sell |
69,961
-840
| -1% | -$18K | ﹤0.01% | 2958 |
|
|
2023
Q2 | $1.52M | Sell |
70,801
-10,718
| -13% | -$231K | ﹤0.01% | 2977 |
|
|
2023
Q1 | $1.89M | Sell |
81,519
-5,598
| -6% | -$130K | ﹤0.01% | 2835 |
|
|
2022
Q4 | $2.4M | Buy |
87,117
+3,295
| +4% | +$90.6K | ﹤0.01% | 2752 |
|
|
2022
Q3 | $2.07M | Buy |
83,822
+4,729
| +6% | +$117K | ﹤0.01% | 2826 |
|
|
2022
Q2 | $1.91M | Buy |
79,093
+5,358
| +7% | +$129K | ﹤0.01% | 2852 |
|
|
2022
Q1 | $1.89M | Buy |
73,735
+10,757
| +17% | +$275K | ﹤0.01% | 2968 |
|
|
2021
Q4 | $1.72M | Sell |
62,978
-749
| -1% | -$20.5K | ﹤0.01% | 3080 |
|
|
2021
Q3 | $1.65M | Buy |
63,727
+1,112
| +2% | +$28.7K | ﹤0.01% | 3104 |
|
|
2021
Q2 | $1.5M | Buy |
62,615
+1,921
| +3% | +$46.1K | ﹤0.01% | 3175 |
|
|
2021
Q1 | $1.31M | Buy |
60,694
+532
| +0.9% | +$11.5K | ﹤0.01% | 3181 |
|
|
2020
Q4 | $1.09M | Sell |
60,162
-11,013
| -15% | -$200K | ﹤0.01% | 3210 |
|
|
2020
Q3 | $967K | Sell |
71,175
-2,111
| -3% | -$28.7K | ﹤0.01% | 3142 |
|
|
2020
Q2 | $1.19M | Sell |
73,286
-168
| -0.2% | -$2.72K | ﹤0.01% | 2993 |
|
|
2020
Q1 | $1.12M | Buy |
73,454
+4,300
| +6% | +$65.4K | ﹤0.01% | 2890 |
|
|
2019
Q4 | $1.64M | Buy |
69,154
+9,534
| +16% | +$225K | ﹤0.01% | 2942 |
|
|
2019
Q3 | $1.24M | Sell |
59,620
-389
| -0.6% | -$8.1K | ﹤0.01% | 3038 |
|
|
2019
Q2 | $1.3M | Buy |
60,009
+241
| +0.4% | +$5.23K | ﹤0.01% | 3050 |
|
|
2019
Q1 | $1.13M | Buy |
59,768
+11,182
| +23% | +$211K | ﹤0.01% | 3092 |
|
|
2018
Q4 | $887K | Buy |
48,586
+8,847
| +22% | +$162K | ﹤0.01% | 3175 |
|
|
2018
Q3 | $936K | Buy |
39,739
+663
| +2% | +$15.6K | ﹤0.01% | 3302 |
|
|
2018
Q2 | $1.01M | Buy |
39,076
+9,400
| +32% | +$242K | ﹤0.01% | 3234 |
|
|
2018
Q1 | $700K | Buy |
29,676
+1,132
| +4% | +$26.7K | ﹤0.01% | 3403 |
|
|
2017
Q4 | $620K | Sell |
28,544
-236
| -0.8% | -$5.13K | ﹤0.01% | 3506 |
|
|
2017
Q3 | $693K | Buy |
28,780
+3,233
| +13% | +$77.8K | ﹤0.01% | 3423 |
|
|
2017
Q2 | $610K | Buy |
+25,547
| New | +$610K | ﹤0.01% | 3509 |
|