Crescent Grove Advisors’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $830K | Sell |
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|
2024
Q1 | $897K | Hold |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.23M | Hold |
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|
2023
Q2 | $1.24M | Hold |
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|
2023
Q1 | $1.33M | Hold |
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|
2022
Q4 | $1.58M | Hold |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.57M | Sell |
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|
2022
Q1 | $1.86M | Hold |
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|
2021
Q4 | $1.99M | Sell |
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|
2021
Q3 | $2.21M | Buy |
|