Citadel 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 | $392K | Sell |
10,030
-45,965
| -82% | -$1.82M | ﹤0.01% | 9860 |
|
|
2025
Q4 | $2.07M | Buy |
+55,995
| New | +$2.03M | ﹤0.01% | 5842 |
|
|
2025
Q3 | – | Sell |
-50,733
| Closed | -$1.71M | – | 13986 |
|
|
2025
Q2 | $1.71M | Buy |
50,733
+11,335
| +29% | +$350K | ﹤0.01% | 6004 |
|
|
2025
Q1 | $1.22M | Buy |
39,398
+12,846
| +48% | +$427K | ﹤0.01% | 6515 |
|
|
2024
Q4 | $823K | Buy |
26,552
+19,345
| +268% | +$640K | ﹤0.01% | 7450 |
|
|
2024
Q3 | $210K | Buy |
+7,207
| New | +$198K | ﹤0.01% | 10048 |
|
|
2024
Q2 | – | Sell |
-48,762
| Closed | -$1.03M | – | 15300 |
|
|
2024
Q1 | $1.03M | Buy |
48,762
+20,008
| +70% | +$442K | ﹤0.01% | 6861 |
|
|
2023
Q4 | $704K | Buy |
+28,754
| New | +$636K | ﹤0.01% | 7384 |
|
|
2023
Q3 | – | Sell |
-10,694
| Closed | -$230K | – | 15043 |
|
|
2023
Q2 | $230K | Buy |
+10,694
| New | +$234K | ﹤0.01% | 9577 |
|
|
2023
Q1 | – | Sell |
-23,065
| Closed | -$634K | – | 15452 |
|
|
2022
Q4 | $634K | Sell |
23,065
-2,937
| -11% | -$82.5K | ﹤0.01% | 7756 |
|
|
2022
Q3 | $642K | Buy |
26,002
+10,283
| +65% | +$259K | ﹤0.01% | 7919 |
|
|
2022
Q2 | $380K | Buy |
15,719
+4,348
| +38% | +$108K | ﹤0.01% | 9258 |
|
|
2022
Q1 | $291K | Sell |
11,371
-806
| -7% | -$21.3K | ﹤0.01% | 10662 |
|
|
2021
Q4 | $333K | Buy |
+12,177
| New | +$323K | ﹤0.01% | 10696 |
|
|
2021
Q2 | – | Sell |
-16,166
| Closed | -$350K | – | 14363 |
|
|
2021
Q1 | $350K | Buy |
+16,166
| New | +$341K | ﹤0.01% | 10489 |
|
|
2020
Q2 | – | Sell |
-10,398
| Closed | -$158K | – | 10446 |
|
|
2020
Q1 | $158K | Buy |
+10,398
| New | +$204K | ﹤0.01% | 8246 |
|
Other funds holding SMBK
VCM
PCMF
