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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $934K | Sell |
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|
2024
Q4 | $961K | Sell |
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|
2024
Q3 | $931K | Sell |
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|
2024
Q2 | $775K | Buy |
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|
2024
Q1 | $686K | Buy |
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|
2023
Q4 | $228K | Buy |
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|
2023
Q3 | $196K | Sell |
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|
2023
Q2 | $810K | Buy |
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|
2023
Q1 | $225K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $831K | Buy |
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|
2022
Q2 | $812K | Buy |
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|
2022
Q1 | $810K | Sell |
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|
2021
Q4 | $879K | Buy |
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|
2021
Q3 | $761K | Buy |
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|
2021
Q2 | $653K | Hold |
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|
2021
Q1 | $589K | Buy |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $265K | Buy |
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|
2020
Q2 | $288K | Buy |
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