Creative Planning
SMBK icon

Creative Planning’s SmartFinancial SMBK Stock Holding History

Creative Planning’s Portfolio SMBK Stock Details SMBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$740K Sell
21,905
-6,836
-24% -$231K ﹤0.01% 2102
2025
Q1 		$893K Buy
28,741
+798
+3% +$24.8K ﹤0.01% 1800
2024
Q4 		$866K Buy
27,943
+14,424
+107% +$447K ﹤0.01% 1745
2024
Q3 		$394K Buy
+13,519
New +$394K ﹤0.01% 2308