Charles Schwab’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
42,813
-1,633
| -4% | -$55.2K | ﹤0.01% | 2774 |
|
|
2025
Q1 | $1.38M | Sell |
44,446
-2
| -0% | -$62 | ﹤0.01% | 2734 |
|
|
2024
Q4 | $1.38M | Buy |
44,448
+550
| +1% | +$17K | ﹤0.01% | 2798 |
|
|
2024
Q3 | $1.28M | Buy |
43,898
+3
| +0% | +$87 | ﹤0.01% | 2843 |
|
|
2024
Q2 | $1.04M | Buy |
43,895
+1,429
| +3% | +$33.8K | ﹤0.01% | 2920 |
|
|
2024
Q1 | $895K | Hold |
42,466
| – | – | ﹤0.01% | 2828 |
|
|
2023
Q4 | $1.04M | Buy |
42,466
+30
| +0.1% | +$735 | ﹤0.01% | 2813 |
|
|
2023
Q3 | $907K | Sell |
42,436
-9
| -0% | -$192 | ﹤0.01% | 2829 |
|
|
2023
Q2 | $913K | Buy |
42,445
+659
| +2% | +$14.2K | ﹤0.01% | 2804 |
|
|
2023
Q1 | $967K | Buy |
41,786
+853
| +2% | +$19.7K | ﹤0.01% | 2744 |
|
|
2022
Q4 | $1.13M | Buy |
40,933
+627
| +2% | +$17.2K | ﹤0.01% | 2738 |
|
|
2022
Q3 | $996K | Buy |
40,306
+7
| +0% | +$173 | ﹤0.01% | 2797 |
|
|
2022
Q2 | $974K | Buy |
40,299
+3,160
| +9% | +$76.4K | ﹤0.01% | 2808 |
|
|
2022
Q1 | $951K | Buy |
37,139
+914
| +3% | +$23.4K | ﹤0.01% | 2865 |
|
|
2021
Q4 | $992K | Hold |
36,225
| – | – | ﹤0.01% | 2912 |
|
|
2021
Q3 | $937K | Buy |
36,225
+1,384
| +4% | +$35.8K | ﹤0.01% | 2900 |
|
|
2021
Q2 | $837K | Sell |
34,841
-1,328
| -4% | -$31.9K | ﹤0.01% | 2992 |
|
|
2021
Q1 | $784K | Buy |
36,169
+3,320
| +10% | +$72K | ﹤0.01% | 2931 |
|
|
2020
Q4 | $596K | Sell |
32,849
-11
| -0% | -$200 | ﹤0.01% | 2925 |
|
|
2020
Q3 | $447K | Sell |
32,860
-1,416
| -4% | -$19.3K | ﹤0.01% | 2901 |
|
|
2020
Q2 | $555K | Buy |
34,276
+2,780
| +9% | +$45K | ﹤0.01% | 2791 |
|
|
2020
Q1 | $480K | Hold |
31,496
| – | – | ﹤0.01% | 2726 |
|
|
2019
Q4 | $745K | Sell |
31,496
-2,225
| -7% | -$52.6K | ﹤0.01% | 2687 |
|
|
2019
Q3 | $703K | Buy |
33,721
+4,576
| +16% | +$95.4K | ﹤0.01% | 2671 |
|
|
2019
Q2 | $633K | Buy |
29,145
+2,705
| +10% | +$58.8K | ﹤0.01% | 2718 |
|
|
2019
Q1 | $500K | Buy |
26,440
+2,340
| +10% | +$44.3K | ﹤0.01% | 2769 |
|
|
2018
Q4 | $441K | Hold |
24,100
| – | – | ﹤0.01% | 2810 |
|
|
2018
Q3 | $568K | Buy |
24,100
+2,700
| +13% | +$63.6K | ﹤0.01% | 2792 |
|
|
2018
Q2 | $552K | Buy |
21,400
+8,700
| +69% | +$224K | ﹤0.01% | 2773 |
|
|
2018
Q1 | $300K | Hold |
12,700
| – | – | ﹤0.01% | 2880 |
|
|
2017
Q4 | $276K | Hold |
12,700
| – | – | ﹤0.01% | 2897 |
|
|
2017
Q3 | $306K | Hold |
12,700
| – | – | ﹤0.01% | 2863 |
|
|
2017
Q2 | $304K | Buy |
+12,700
| New | +$304K | ﹤0.01% | 2860 |
|