Caldwell Sutter Capital’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $960K | Hold |
28,431
| – | – | 0.44% | 60 |
|
|
2025
Q1 | $884K | Hold |
28,431
| – | – | 0.42% | 62 |
|
|
2024
Q4 | $881K | Hold |
28,431
| – | – | 0.41% | 66 |
|
|
2024
Q3 | $828K | Hold |
28,431
| – | – | 0.39% | 67 |
|
|
2024
Q2 | $673K | Hold |
28,431
| – | – | 0.33% | 87 |
|
|
2024
Q1 | $599K | Hold |
28,431
| – | – | 0.29% | 96 |
|
|
2023
Q4 | $696K | Hold |
28,431
| – | – | 0.35% | 82 |
|
|
2023
Q3 | $608K | Hold |
28,431
| – | – | 0.34% | 83 |
|
|
2023
Q2 | $612K | Hold |
28,431
| – | – | 0.32% | 80 |
|
|
2023
Q1 | $658K | Hold |
28,431
| – | – | 0.48% | 53 |
|
|
2022
Q4 | $782K | Buy |
+28,431
| New | +$782K | 0.69% | 43 |
|