EverSource Wealth Advisors’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.6K | Buy |
1,499
+472
| +46% | +$15.9K | ﹤0.01% | 1599 |
|
|
2025
Q1 | $31.9K | Buy |
1,027
+23
| +2% | +$715 | ﹤0.01% | 1450 |
|
|
2024
Q4 | $31.1K | Buy |
1,004
+4
| +0.4% | +$124 | ﹤0.01% | 1397 |
|
|
2024
Q3 | $29.1K | Hold |
1,000
| – | – | ﹤0.01% | 1295 |
|
|
2024
Q2 | $28.3K | Hold |
1,000
| – | – | ﹤0.01% | 1348 |
|
|
2024
Q1 | $20.6K | Hold |
1,000
| – | – | ﹤0.01% | 1348 |
|
|
2023
Q4 | $24.5K | Hold |
1,000
| – | – | ﹤0.01% | 1152 |
|
|
2023
Q3 | $21.4K | Hold |
1,000
| – | – | ﹤0.01% | 1099 |
|
|
2023
Q2 | $21.5K | Hold |
1,000
| – | – | ﹤0.01% | 1131 |
|
|
2023
Q1 | $23.1K | Sell |
1,000
-32
| -3% | -$740 | ﹤0.01% | 1021 |
|
|
2022
Q4 | $28.4K | Sell |
1,032
-6
| -0.6% | -$165 | ﹤0.01% | 960 |
|
|
2022
Q3 | $26K | Buy |
1,038
+38
| +4% | +$952 | 0.01% | 824 |
|
|
2022
Q2 | $24K | Hold |
1,000
| – | – | 0.01% | 787 |
|
|
2022
Q1 | $26K | Hold |
1,000
| – | – | 0.01% | 616 |
|
|
2021
Q4 | $27K | Buy |
+1,000
| New | +$27K | 0.01% | 571 |
|