Cambridge Investment Research Advisors’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
13,895
+254
| +2% | +$8.57K | ﹤0.01% | 2608 |
|
|
2025
Q1 | $424K | Buy |
13,641
+8
| +0.1% | +$249 | ﹤0.01% | 2593 |
|
|
2024
Q4 | $422K | Buy |
13,633
+8
| +0.1% | +$248 | ﹤0.01% | 2567 |
|
|
2024
Q3 | $397K | Buy |
13,625
+621
| +5% | +$18.1K | ﹤0.01% | 2600 |
|
|
2024
Q2 | $308K | Buy |
13,004
+1,962
| +18% | +$46.5K | ﹤0.01% | 2685 |
|
|
2024
Q1 | $233K | Buy |
11,042
+1,194
| +12% | +$25.2K | ﹤0.01% | 2901 |
|
|
2023
Q4 | $241K | Buy |
+9,848
| New | +$241K | ﹤0.01% | 2772 |
|
|
2023
Q3 | – | Sell |
-14,587
| Closed | -$314K | – | 3253 |
|
|
2023
Q2 | $314K | Sell |
14,587
-970
| -6% | -$20.9K | ﹤0.01% | 2489 |
|
|
2023
Q1 | $360K | Buy |
15,557
+6,498
| +72% | +$150K | ﹤0.01% | 2329 |
|
|
2022
Q4 | $249K | Buy |
9,059
+14
| +0.2% | +$385 | ﹤0.01% | 2580 |
|
|
2022
Q3 | $223K | Buy |
9,045
+17
| +0.2% | +$419 | ﹤0.01% | 2613 |
|
|
2022
Q2 | $218K | Buy |
9,028
+16
| +0.2% | +$386 | ﹤0.01% | 2662 |
|
|
2022
Q1 | $231K | Buy |
9,012
+17
| +0.2% | +$436 | ﹤0.01% | 2760 |
|
|
2021
Q4 | $246K | Buy |
+8,995
| New | +$246K | ﹤0.01% | 2709 |
|
|
2019
Q3 | – | Sell |
-9,648
| Closed | -$209K | – | 2403 |
|
|
2019
Q2 | $209K | Sell |
9,648
-1,000
| -9% | -$21.7K | ﹤0.01% | 1978 |
|
|
2019
Q1 | $201K | Sell |
10,648
-8,000
| -43% | -$151K | ﹤0.01% | 2073 |
|
|
2018
Q4 | $341K | Buy |
+18,648
| New | +$341K | ﹤0.01% | 1576 |
|