BHZ Capital Management’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,589
| Closed | -$312K | – | 69 |
|
|
2023
Q3 | $312K | Sell |
14,589
-66,344
| -82% | -$1.54M | 0.26% | 54 |
|
|
2023
Q2 | $1.74M | Sell |
80,933
-47,576
| -37% | -$1.04M | 1.22% | 31 |
|
|
2023
Q1 | $2.97M | Sell |
128,509
-1,152
| -0.9% | -$30K | 1.38% | 18 |
|
|
2022
Q4 | $3.57M | Sell |
129,661
-14,421
| -10% | -$405K | 1.57% | 21 |
|
|
2022
Q3 | $3.56M | Hold |
144,082
| – | – | 1.48% | 19 |
|
|
2022
Q2 | $3.48M | Sell |
144,082
-4,337
| -3% | -$108K | 1.41% | 19 |
|
|
2022
Q1 | $3.8M | Buy |
148,419
+10,628
| +8% | +$281K | 1.28% | 23 |
|
|
2021
Q4 | $3.77M | Buy |
137,791
+4,707
| +4% | +$125K | 1.28% | 24 |
|
|
2021
Q3 | $3.44M | Hold |
133,084
| – | – | 1.17% | 30 |
|
|
2021
Q2 | $3.19M | Sell |
133,084
-13,793
| -9% | -$325K | 1.19% | 26 |
|
|
2021
Q1 | $3.18M | Buy |
146,877
+1,265
| +0.9% | +$26.7K | 1.01% | 32 |
|
|
2020
Q4 | $2.64M | Buy |
145,612
+8,234
| +6% | +$136K | 0.89% | 37 |
|
|
2020
Q3 | $1.87M | Buy |
137,378
+3,137
| +2% | +$44.4K | 0.79% | 39 |
|
|
2020
Q2 | $2.17M | Buy |
134,241
+198
| +0.1% | +$2.89K | 0.86% | 36 |
|
|
2020
Q1 | $2.04M | Sell |
134,043
-1,093
| -0.8% | -$21.5K | 0.77% | 42 |
|
|
2019
Q4 | $3.2M | Sell |
135,136
-8,421
| -6% | -$185K | 0.75% | 43 |
|
|
2019
Q3 | $2.99M | Hold |
143,557
| – | – | 0.72% | 45 |
|
|
2019
Q2 | $3.11M | Sell |
143,557
-12,275
| -8% | -$254K | 0.75% | 41 |
|
|
2019
Q1 | $2.95M | Sell |
155,832
-1,115
| -0.7% | -$21.3K | 0.74% | 44 |
|
|
2018
Q4 | $2.87M | Buy |
156,947
+31,933
| +26% | +$662K | 0.76% | 41 |
|
|
2018
Q3 | $2.94M | Buy |
125,014
+14,255
| +13% | +$355K | 0.74% | 39 |
|
|
2018
Q2 | $2.85M | Buy |
110,759
+45,881
| +71% | +$1.12M | 0.82% | 35 |
|
|
2018
Q1 | $1.53M | Buy |
64,878
+17,274
| +36% | +$386K | 0.5% | 56 |
|
|
2017
Q4 | $1.03M | Buy |
47,604
+6,423
| +16% | +$148K | 0.37% | 67 |
|
|
2017
Q3 | $991K | Buy |
+41,181
| New | +$982K | 0.32% | 78 |
|
Other funds holding SMBK
CCA
PCMF
BFC
SM