CAPTRUST Financial Advisors’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $904K | Sell |
23,137
-5,602
| -19% | -$221K | ﹤0.01% | 1671 |
|
|
2025
Q4 | $1.06M | Buy |
28,739
+24
| +0.1% | +$869 | ﹤0.01% | 1471 |
|
|
2025
Q3 | $1.03M | Sell |
28,715
-1,343
| -4% | -$48.1K | ﹤0.01% | 1414 |
|
|
2025
Q2 | $1.02M | Buy |
30,058
+18
| +0.1% | +$556 | ﹤0.01% | 1348 |
|
|
2025
Q1 | $934K | Sell |
30,040
-983
| -3% | -$32.7K | ﹤0.01% | 1312 |
|
|
2024
Q4 | $961K | Sell |
31,023
-916
| -3% | -$30.3K | ﹤0.01% | 1257 |
|
|
2024
Q3 | $931K | Sell |
31,939
-796
| -2% | -$21.9K | ﹤0.01% | 1227 |
|
|
2024
Q2 | $775K | Buy |
32,735
+194
| +0.6% | +$4.2K | ﹤0.01% | 1283 |
|
|
2024
Q1 | $686K | Buy |
32,541
+23,244
| +250% | +$514K | ﹤0.01% | 1331 |
|
|
2023
Q4 | $228K | Buy |
9,297
+136
| +1% | +$3.01K | ﹤0.01% | 2303 |
|
|
2023
Q3 | $196K | Sell |
9,161
-28,486
| -76% | -$659K | ﹤0.01% | 2301 |
|
|
2023
Q2 | $810K | Buy |
37,647
+27,926
| +287% | +$610K | ﹤0.01% | 1337 |
|
|
2023
Q1 | $225K | Buy |
+9,721
| New | +$253K | ﹤0.01% | 1971 |
|
|
2022
Q4 | – | Sell |
-33,633
| Closed | -$831K | – | 2173 |
|
|
2022
Q3 | $831K | Buy |
33,633
+17
| +0.1% | +$429 | ﹤0.01% | 1009 |
|
|
2022
Q2 | $812K | Buy |
33,616
+1,960
| +6% | +$48.7K | 0.01% | 940 |
|
|
2022
Q1 | $810K | Sell |
31,656
-475
| -1% | -$12.6K | 0.01% | 933 |
|
|
2021
Q4 | $879K | Buy |
32,131
+2,700
| +9% | +$71.6K | 0.01% | 866 |
|
|
2021
Q3 | $761K | Buy |
29,431
+2,223
| +8% | +$54.9K | 0.01% | 862 |
|
|
2021
Q2 | $653K | Hold |
27,208
| – | – | 0.01% | 894 |
|
|
2021
Q1 | $589K | Buy |
27,208
+5,803
| +27% | +$122K | 0.01% | 898 |
|
|
2020
Q4 | $388K | Buy |
21,405
+1,675
| +8% | +$27.6K | 0.01% | 928 |
|
|
2020
Q3 | $265K | Buy |
19,730
+905
| +5% | +$12.8K | ﹤0.01% | 925 |
|
|
2020
Q2 | $288K | Buy |
+18,825
| New | +$275K | ﹤0.01% | 882 |
|
Other funds holding SMBK
VCM
PCMF
