Citadel 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 | $1.71M | Buy |
50,733
+11,335
| +29% | +$383K | ﹤0.01% | 2823 |
|
2025
Q1 | $1.22M | Buy |
39,398
+12,846
| +48% | +$399K | ﹤0.01% | 3065 |
|
2024
Q4 | $823K | Buy |
26,552
+19,345
| +268% | +$599K | ﹤0.01% | 3453 |
|
2024
Q3 | $210K | Buy |
+7,207
| New | +$210K | ﹤0.01% | 4594 |
|
2024
Q2 | – | Sell |
-48,762
| Closed | -$1.03M | – | 6729 |
|
2024
Q1 | $1.03M | Buy |
48,762
+20,008
| +70% | +$422K | ﹤0.01% | 3162 |
|
2023
Q4 | $704K | Buy |
+28,754
| New | +$704K | ﹤0.01% | 3373 |
|
2023
Q3 | – | Sell |
-10,694
| Closed | -$230K | – | 6446 |
|
2023
Q2 | $230K | Buy |
+10,694
| New | +$230K | ﹤0.01% | 4328 |
|
2023
Q1 | – | Sell |
-23,065
| Closed | -$634K | – | 6515 |
|
2022
Q4 | $634K | Sell |
23,065
-2,937
| -11% | -$80.8K | ﹤0.01% | 3641 |
|
2022
Q3 | $642K | Buy |
26,002
+10,283
| +65% | +$254K | ﹤0.01% | 3844 |
|
2022
Q2 | $380K | Buy |
15,719
+4,348
| +38% | +$105K | ﹤0.01% | 4398 |
|
2022
Q1 | $291K | Sell |
11,371
-806
| -7% | -$20.6K | ﹤0.01% | 4965 |
|
2021
Q4 | $333K | Buy |
+12,177
| New | +$333K | ﹤0.01% | 5024 |
|
2021
Q2 | – | Sell |
-16,166
| Closed | -$350K | – | 7032 |
|
2021
Q1 | $350K | Buy |
+16,166
| New | +$350K | ﹤0.01% | 4889 |
|
2020
Q2 | – | Sell |
-10,398
| Closed | -$158K | – | 5239 |
|
2020
Q1 | $158K | Buy |
+10,398
| New | +$158K | ﹤0.01% | 4180 |
|