Citigroup’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $200K | Sell |
5,935
-6,032
| -50% | -$204K | ﹤0.01% | 3345 |
|
2025
Q1 | $372K | Sell |
11,967
-1,118
| -9% | -$34.7K | ﹤0.01% | 3086 |
|
2024
Q4 | $405K | Buy |
13,085
+856
| +7% | +$26.5K | ﹤0.01% | 3159 |
|
2024
Q3 | $356K | Buy |
12,229
+6,291
| +106% | +$183K | ﹤0.01% | 3206 |
|
2024
Q2 | $141K | Buy |
5,938
+2,567
| +76% | +$60.8K | ﹤0.01% | 3338 |
|
2024
Q1 | $71K | Buy |
3,371
+862
| +34% | +$18.2K | ﹤0.01% | 3711 |
|
2023
Q4 | $61.4K | Buy |
2,509
+2,358
| +1,562% | +$57.7K | ﹤0.01% | 3682 |
|
2023
Q3 | $3.23K | Sell |
151
-4,948
| -97% | -$106K | ﹤0.01% | 4093 |
|
2023
Q2 | $110K | Buy |
5,099
+4,737
| +1,309% | +$102K | ﹤0.01% | 3536 |
|
2023
Q1 | $8.38K | Sell |
362
-101
| -22% | -$2.34K | ﹤0.01% | 4138 |
|
2022
Q4 | $12.7K | Buy |
463
+226
| +95% | +$6.22K | ﹤0.01% | 4058 |
|
2022
Q3 | $6K | Sell |
237
-876
| -79% | -$22.2K | ﹤0.01% | 4410 |
|
2022
Q2 | $27K | Buy |
1,113
+515
| +86% | +$12.5K | ﹤0.01% | 4154 |
|
2022
Q1 | $15K | Sell |
598
-2,876
| -83% | -$72.1K | ﹤0.01% | 4571 |
|
2021
Q4 | $95K | Buy |
3,474
+1,868
| +116% | +$51.1K | ﹤0.01% | 3997 |
|
2021
Q3 | $42K | Buy |
1,606
+864
| +116% | +$22.6K | ﹤0.01% | 4087 |
|
2021
Q2 | $18K | Sell |
742
-268
| -27% | -$6.5K | ﹤0.01% | 4692 |
|
2021
Q1 | $22K | Sell |
1,010
-1,591
| -61% | -$34.7K | ﹤0.01% | 4536 |
|
2020
Q4 | $47K | Buy |
2,601
+1,881
| +261% | +$34K | ﹤0.01% | 4140 |
|
2020
Q3 | $10K | Sell |
720
-4,548
| -86% | -$63.2K | ﹤0.01% | 4332 |
|
2020
Q2 | $85K | Sell |
5,268
-1,887
| -26% | -$30.4K | ﹤0.01% | 3553 |
|
2020
Q1 | $109K | Buy |
7,155
+134
| +2% | +$2.04K | ﹤0.01% | 3244 |
|
2019
Q4 | $166K | Buy |
7,021
+950
| +16% | +$22.5K | ﹤0.01% | 3253 |
|
2019
Q3 | $126K | Sell |
6,071
-1,650
| -21% | -$34.2K | ﹤0.01% | 3328 |
|
2019
Q2 | $167K | Buy |
7,721
+2,505
| +48% | +$54.2K | ﹤0.01% | 3315 |
|
2019
Q1 | $99K | Buy |
5,216
+2,162
| +71% | +$41K | ﹤0.01% | 3581 |
|
2018
Q4 | $55K | Sell |
3,054
-66
| -2% | -$1.19K | ﹤0.01% | 3852 |
|
2018
Q3 | $73K | Buy |
3,120
+1,042
| +50% | +$24.4K | ﹤0.01% | 3820 |
|
2018
Q2 | $54K | Buy |
2,078
+257
| +14% | +$6.68K | ﹤0.01% | 3821 |
|
2018
Q1 | $43K | Buy |
1,821
+761
| +72% | +$18K | ﹤0.01% | 3847 |
|
2017
Q4 | $23K | Buy |
1,060
+1,045
| +6,967% | +$22.7K | ﹤0.01% | 4197 |
|
2017
Q3 | $0 | Sell |
15
-301
| -95% | – | ﹤0.01% | 4842 |
|
2017
Q2 | $8K | Buy |
+316
| New | +$8K | ﹤0.01% | 4209 |
|
2016
Q2 | – | Sell |
-8
| Closed | – | – | 5240 |
|
2016
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 5564 |
|