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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $448K | Buy |
11,475
+250
| +2% | +$9.88K | 0.02% | 342 |
|
|
2025
Q4 | $415K | Sell |
11,225
-1,120
| -9% | -$40.5K | 0.02% | 347 |
|
|
2025
Q3 | $441K | Sell |
12,345
-445
| -3% | -$15.9K | 0.02% | 337 |
|
|
2025
Q2 | $432K | Buy |
12,790
+1,505
| +13% | +$46.5K | 0.02% | 330 |
|
|
2025
Q1 | $351K | Sell |
11,285
-3,415
| -23% | -$114K | 0.02% | 377 |
|
|
2024
Q4 | $455K | Sell |
14,700
-1,825
| -11% | -$60.4K | 0.03% | 335 |
|
|
2024
Q3 | $482K | Hold |
16,525
| – | – | 0.03% | 321 |
|
|
2024
Q2 | $391K | Hold |
16,525
| – | – | 0.03% | 340 |
|
|
2024
Q1 | $348K | Hold |
16,525
| – | – | 0.02% | 353 |
|
|
2023
Q4 | $405K | Buy |
16,525
+1,100
| +7% | +$24.3K | 0.03% | 312 |
|
|
2023
Q3 | $330K | Hold |
15,425
| – | – | 0.03% | 328 |
|
|
2023
Q2 | $332K | Sell |
15,425
-5,351
| -26% | -$117K | 0.03% | 321 |
|
|
2023
Q1 | $481K | Buy |
20,776
+2,800
| +16% | +$73K | 0.04% | 262 |
|
|
2022
Q4 | $494K | Hold |
17,976
| – | – | 0.04% | 261 |
|
|
2022
Q3 | $444K | Sell |
17,976
-1,575
| -8% | -$39.7K | 0.04% | 265 |
|
|
2022
Q2 | $472K | Sell |
19,551
-860
| -4% | -$21.4K | 0.04% | 261 |
|
|
2022
Q1 | $522K | Hold |
20,411
| – | – | 0.03% | 246 |
|
|
2021
Q4 | $558K | Hold |
20,411
| – | – | 0.03% | 234 |
|
|
2021
Q3 | $527K | Buy |
20,411
+4,071
| +25% | +$101K | 0.03% | 238 |
|
|
2021
Q2 | $392K | Hold |
16,340
| – | – | 0.03% | 277 |
|
|
2021
Q1 | $354K | Sell |
16,340
-9,630
| -37% | -$203K | 0.03% | 283 |
|
|
2020
Q4 | $471K | Sell |
25,970
-1,899
| -7% | -$31.3K | 0.04% | 255 |
|
|
2020
Q3 | $379K | Sell |
27,869
-2,815
| -9% | -$39.8K | 0.03% | 257 |
|
|
2020
Q2 | $496K | Sell |
30,684
-2,490
| -8% | -$36.4K | 0.05% | 219 |
|
|
2020
Q1 | $505K | Hold |
33,174
| – | – | 0.06% | 204 |
|
|
2019
Q4 | $785K | Hold |
33,174
| – | – | 0.08% | 162 |
|
|
2019
Q3 | $691K | Buy |
33,174
+2,050
| +7% | +$43.2K | 0.07% | 170 |
|
|
2019
Q2 | $675K | Buy |
31,124
+15,664
| +101% | +$324K | 0.07% | 171 |
|
|
2019
Q1 | $292K | Buy |
+15,460
| New | +$295K | 0.03% | 237 |
|
Other funds holding SMBK
VCM
PCMF
