Geneos Wealth Management’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $468K | Sell |
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|
2025
Q2 | $629K | Sell |
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|
2025
Q1 | $772K | Buy |
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|
2024
Q4 | $192K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $335K | Sell |
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|
2021
Q2 | $411K | Hold |
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|
2021
Q1 | $406K | Hold |
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|
2020
Q4 | $382K | Hold |
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|
2020
Q3 | $225K | Hold |
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|
2020
Q2 | $259K | Buy |
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