CGA
Crescent Grove Advisors’s SmartFinancial SMBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,073
| Closed | -$1.02M | – | 296 |
|
|
2024
Q3 | $1.02M | Hold |
35,073
| – | – | 0.1% | 113 |
|
|
2024
Q2 | $830K | Sell |
35,073
-7,500
| -18% | -$178K | 0.09% | 123 |
|
|
2024
Q1 | $897K | Hold |
42,573
| – | – | 0.09% | 121 |
|
|
2023
Q4 | $1.04M | Sell |
42,573
-15,000
| -26% | -$367K | 0.12% | 113 |
|
|
2023
Q3 | $1.23M | Hold |
57,573
| – | – | 0.15% | 97 |
|
|
2023
Q2 | $1.24M | Hold |
57,573
| – | – | 0.13% | 100 |
|
|
2023
Q1 | $1.33M | Hold |
57,573
| – | – | 0.15% | 88 |
|
|
2022
Q4 | $1.58M | Hold |
57,573
| – | – | 0.16% | 84 |
|
|
2022
Q3 | $1.42M | Sell |
57,573
-7,500
| -12% | -$185K | 0.16% | 74 |
|
|
2022
Q2 | $1.57M | Sell |
65,073
-7,500
| -10% | -$181K | 0.17% | 68 |
|
|
2022
Q1 | $1.86M | Hold |
72,573
| – | – | 0.18% | 64 |
|
|
2021
Q4 | $1.99M | Sell |
72,573
-13,000
| -15% | -$356K | 0.19% | 63 |
|
|
2021
Q3 | $2.21M | Buy |
+85,573
| New | +$2.21M | 0.24% | 55 |
|