BGIM
Brandywine Global Investment Management’s SmartFinancial SMBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Sell |
25,959
-700
| -3% | -$23.6K | 0.01% | 541 |
|
|
2025
Q1 | $829K | Sell |
26,659
-1,009
| -4% | -$31.4K | 0.01% | 524 |
|
|
2024
Q4 | $857K | Sell |
27,668
-1,000
| -3% | -$31K | 0.01% | 525 |
|
|
2024
Q3 | $849K | Sell |
28,668
-708
| -2% | -$21K | 0.01% | 610 |
|
|
2024
Q2 | $695K | Sell |
29,376
-1,234
| -4% | -$29.2K | 0.01% | 646 |
|
|
2024
Q1 | $645K | Sell |
30,610
-196
| -0.6% | -$4.13K | ﹤0.01% | 660 |
|
|
2023
Q4 | $754K | Sell |
30,806
-3,070
| -9% | -$75.2K | 0.01% | 653 |
|
|
2023
Q3 | $724K | Sell |
33,876
-514
| -1% | -$11K | 0.01% | 640 |
|
|
2023
Q2 | $740K | Buy |
34,390
+260
| +0.8% | +$5.59K | 0.01% | 645 |
|
|
2023
Q1 | $790K | Buy |
34,130
+1,928
| +6% | +$44.6K | 0.01% | 660 |
|
|
2022
Q4 | $886K | Buy |
+32,202
| New | +$886K | 0.01% | 649 |
|
|
2020
Q3 | – | Sell |
-5,509
| Closed | -$90K | – | 738 |
|
|
2020
Q2 | $90K | Buy |
5,509
+4,792
| +668% | +$78.3K | ﹤0.01% | 626 |
|
|
2020
Q1 | $11K | Hold |
717
| – | – | ﹤0.01% | 724 |
|
|
2019
Q4 | $17K | Buy |
+717
| New | +$17K | ﹤0.01% | 740 |
|
|
2018
Q4 | – | Sell |
-16,100
| Closed | -$380K | – | 891 |
|
|
2018
Q3 | $380K | Hold |
16,100
| – | – | ﹤0.01% | 599 |
|
|
2018
Q2 | $415K | Hold |
16,100
| – | – | ﹤0.01% | 616 |
|
|
2018
Q1 | $380K | Buy |
16,100
+6,100
| +61% | +$144K | ﹤0.01% | 621 |
|
|
2017
Q4 | $217K | Hold |
10,000
| – | – | ﹤0.01% | 687 |
|
|
2017
Q3 | $241K | Hold |
10,000
| – | – | ﹤0.01% | 671 |
|
|
2017
Q2 | $239K | Hold |
10,000
| – | – | ﹤0.01% | 682 |
|
|
2017
Q1 | $211K | Buy |
+10,000
| New | +$211K | ﹤0.01% | 697 |
|