EverSource Wealth Advisors’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 | $50.6K | Buy |
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|
2025
Q1 | $31.9K | Buy |
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|
2024
Q4 | $31.1K | Buy |
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|
2024
Q3 | $29.1K | Hold |
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|
2024
Q2 | $28.3K | Hold |
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|
2024
Q1 | $20.6K | Hold |
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|
2023
Q4 | $24.5K | Hold |
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|
2023
Q3 | $21.4K | Hold |
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|
2023
Q2 | $21.5K | Hold |
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|
2023
Q1 | $23.1K | Sell |
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|
2022
Q4 | $28.4K | Sell |
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|
2022
Q3 | $26K | Buy |
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|
2022
Q2 | $24K | Hold |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $27K | Buy |
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