Evergreen Advisors’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 | $463K | Buy |
11,836
+24
| +0.2% | +$949 | 0.11% | 18 |
|
|
2025
Q4 | $437K | Buy |
+11,812
| New | +$428K | 0.11% | 17 |
|
|
2025
Q2 | $397K | Buy |
11,761
+29
| +0.2% | +$895 | 0.11% | 16 |
|
|
2025
Q1 | $365K | Buy |
11,732
+26
| +0.2% | +$864 | 0.1% | 15 |
|
|
2024
Q4 | $363K | Buy |
11,706
+26
| +0.2% | +$860 | 0.1% | 16 |
|
|
2024
Q3 | $340K | Buy |
11,680
+32
| +0.3% | +$881 | 0.09% | 15 |
|
|
2024
Q2 | $276K | Buy |
11,648
+40
| +0.3% | +$865 | 0.08% | 15 |
|
|
2024
Q1 | $245K | Buy |
11,608
+42
| +0.4% | +$928 | 0.07% | 16 |
|
|
2023
Q4 | $283K | Buy |
11,566
+43
| +0.4% | +$952 | 0.09% | 16 |
|
|
2023
Q3 | $246K | Buy |
11,523
+39
| +0.3% | +$902 | 0.09% | 17 |
|
|
2023
Q2 | $247K | Buy |
11,484
+42
| +0.4% | +$917 | 0.09% | 16 |
|
|
2023
Q1 | $265K | Buy |
11,442
+33
| +0.3% | +$860 | 0.1% | 16 |
|
|
2022
Q4 | $314K | Buy |
11,409
+27
| +0.2% | +$758 | 0.12% | 15 |
|
|
2022
Q3 | $281K | Buy |
11,382
+32
| +0.3% | +$807 | 0.12% | 13 |
|
|
2022
Q2 | $274K | Buy |
11,350
+30
| +0.3% | +$745 | 0.11% | 12 |
|
|
2022
Q1 | $290K | Buy |
+11,320
| New | +$300K | 0.1% | 13 |
|
|
2021
Q4 | – | Sell |
-11,263
| Closed | -$291K | – | 13 |
|
|
2021
Q3 | $291K | Buy |
11,263
+55
| +0.5% | +$1.36K | 0.1% | 13 |
|
|
2021
Q2 | $243K | Hold |
11,208
| – | – | 0.11% | 13 |
|
|
2021
Q1 | $243K | Buy |
11,208
+31
| +0.3% | +$654 | 0.09% | 14 |
|
|
2020
Q4 | $203K | Buy |
11,177
+31
| +0.3% | +$510 | 0.08% | 13 |
|
|
2020
Q3 | $151K | Buy |
11,146
+41
| +0.4% | +$580 | 0.07% | 11 |
|
|
2020
Q2 | $180K | Buy |
11,105
+34
| +0.3% | +$497 | 0.09% | 11 |
|
|
2020
Q1 | $168K | Buy |
11,071
+26
| +0.2% | +$510 | 0.09% | 9 |
|
|
2019
Q4 | $261K | Buy |
11,045
+24
| +0.2% | +$528 | 0.15% | 16 |
|
|
2019
Q3 | $230K | Hold |
11,021
| – | – | 0.14% | 17 |
|
|
2019
Q2 | $239K | Hold |
11,021
| – | – | 0.15% | 16 |
|
|
2019
Q1 | $208K | Hold |
11,021
| – | – | 0.18% | 15 |
|
|
2018
Q4 | $201K | Buy |
+11,021
| New | +$229K | 0.2% | 15 |
|
Other funds holding SMBK
VCM
PCMF
