Caldwell Sutter Capital’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
$960K Hold
2025
Q1
$884K Hold
2024
Q4
$881K Hold
2024
Q3
$828K Hold
2024
Q2
$673K Hold
2024
Q1
$599K Hold
2023
Q4
$696K Hold
2023
Q3
$608K Hold
2023
Q2
$612K Hold
2023
Q1
$658K Hold
2022
Q4
$782K Buy