Carson Wealth (CWM LLC)’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84K | Sell |
2,475
-14
| -0.6% | -$475 | ﹤0.01% | 2868 |
|
|
2025
Q1 | $77K | Buy |
2,489
+1,839
| +283% | +$56.9K | ﹤0.01% | 2634 |
|
|
2024
Q4 | $20K | Buy |
650
+90
| +16% | +$2.77K | ﹤0.01% | 3445 |
|
|
2024
Q3 | $16K | Buy |
560
+247
| +79% | +$7.06K | ﹤0.01% | 3518 |
|
|
2024
Q2 | $7K | Sell |
313
-220
| -41% | -$4.92K | ﹤0.01% | 3731 |
|
|
2024
Q1 | $11K | Sell |
533
-61
| -10% | -$1.26K | ﹤0.01% | 3295 |
|
|
2023
Q4 | $15K | Buy |
594
+186
| +46% | +$4.7K | ﹤0.01% | 2949 |
|
|
2023
Q3 | $9K | Buy |
408
+108
| +36% | +$2.38K | ﹤0.01% | 3206 |
|
|
2023
Q2 | $6K | Buy |
300
+80
| +36% | +$1.6K | ﹤0.01% | 3376 |
|
|
2023
Q1 | $5K | Buy |
220
+167
| +315% | +$3.8K | ﹤0.01% | 3319 |
|
|
2022
Q4 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 3833 |
|