Curi RMB Capital’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,469
| Closed | -$771K | – | 553 |
|
|
2024
Q3 | $771K | Sell |
26,469
-40,521
| -60% | -$1.18M | 0.02% | 373 |
|
|
2024
Q2 | $1.59M | Sell |
66,990
-32,535
| -33% | -$770K | 0.04% | 290 |
|
|
2024
Q1 | $2.1M | Buy |
99,525
+24,525
| +33% | +$517K | 0.05% | 263 |
|
|
2023
Q4 | $1.84M | Hold |
75,000
| – | – | 0.06% | 241 |
|
|
2023
Q3 | $1.6M | Buy |
75,000
+3,034
| +4% | +$64.8K | 0.05% | 242 |
|
|
2023
Q2 | $1.55M | Hold |
71,966
| – | – | 0.05% | 248 |
|
|
2023
Q1 | $1.67M | Hold |
71,966
| – | – | 0.06% | 231 |
|
|
2022
Q4 | $1.98M | Buy |
71,966
+41,966
| +140% | +$1.15M | 0.07% | 215 |
|
|
2022
Q3 | $741K | Hold |
30,000
| – | – | 0.03% | 315 |
|
|
2022
Q2 | $725K | Buy |
+30,000
| New | +$725K | 0.03% | 311 |
|