Equitable Trust’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
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|
2025
Q1 | $351K | Sell |
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|
2024
Q4 | $455K | Sell |
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|
2024
Q3 | $482K | Hold |
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|
2024
Q2 | $391K | Hold |
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|
2024
Q1 | $348K | Hold |
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|
2023
Q4 | $405K | Buy |
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $481K | Buy |
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|
2022
Q4 | $494K | Hold |
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|
2022
Q3 | $444K | Sell |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $522K | Hold |
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|
2021
Q4 | $558K | Hold |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $392K | Hold |
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|
2021
Q1 | $354K | Sell |
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|
2020
Q4 | $471K | Sell |
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|
2020
Q3 | $379K | Sell |
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|
2020
Q2 | $496K | Sell |
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|
2020
Q1 | $505K | Hold |
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|
2019
Q4 | $785K | Hold |
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|
2019
Q3 | $691K | Buy |
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|
2019
Q2 | $675K | Buy |
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|
2019
Q1 | $292K | Buy |
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