Fidelity Investments’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.5K | Buy |
1,168
+24
| +2% | +$811 | ﹤0.01% | 4002 |
|
|
2025
Q1 | $35.6K | Buy |
1,144
+38
| +3% | +$1.18K | ﹤0.01% | 4002 |
|
|
2024
Q4 | $34.3K | Buy |
1,106
+10
| +0.9% | +$310 | ﹤0.01% | 4010 |
|
|
2024
Q3 | $31.9K | Buy |
1,096
+18
| +2% | +$525 | ﹤0.01% | 3975 |
|
|
2024
Q2 | $25.5K | Buy |
1,078
+722
| +203% | +$17.1K | ﹤0.01% | 3953 |
|
|
2024
Q1 | $7.5K | Buy |
356
+228
| +178% | +$4.8K | ﹤0.01% | 4369 |
|
|
2023
Q4 | $3.14K | Buy |
128
+41
| +47% | +$1K | ﹤0.01% | 4567 |
|
|
2023
Q3 | $1.86K | Sell |
87
-10
| -10% | -$214 | ﹤0.01% | 4552 |
|
|
2023
Q2 | $2.09K | Sell |
97
-613
| -86% | -$13.2K | ﹤0.01% | 4581 |
|
|
2023
Q1 | $16.4K | Buy |
710
+519
| +272% | +$12K | ﹤0.01% | 3926 |
|
|
2022
Q4 | $5.25K | Buy |
191
+49
| +35% | +$1.35K | ﹤0.01% | 4232 |
|
|
2022
Q3 | $4K | Buy |
142
+93
| +190% | +$2.62K | ﹤0.01% | 4412 |
|
|
2022
Q2 | $1K | Buy |
49
+7
| +17% | +$143 | ﹤0.01% | 4794 |
|
|
2022
Q1 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 4844 |
|