Covestor’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 2091 |
|
|
2024
Q3 | – | Sell |
-16
| Closed | – | – | 2718 |
|
|
2024
Q2 | $0 | Buy |
16
+12
| +300% | – | ﹤0.01% | 2713 |
|
|
2024
Q1 | $0 | Sell |
4
-20
| -83% | – | ﹤0.01% | 2703 |
|
|
2023
Q4 | $1K | Sell |
24
-7
| -23% | -$292 | ﹤0.01% | 2032 |
|
|
2023
Q3 | $1K | Sell |
31
-5
| -14% | -$161 | ﹤0.01% | 1994 |
|
|
2023
Q2 | $1K | Buy |
36
+34
| +1,700% | +$944 | ﹤0.01% | 2017 |
|
|
2023
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2552 |
|
|
2022
Q4 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 2572 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2548 |
|