Geneos Wealth Management’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Sell |
18,630
-6,210
| -25% | -$210K | 0.02% | 645 |
|
|
2025
Q1 | $772K | Buy |
24,840
+18,630
| +300% | +$579K | 0.01% | 756 |
|
|
2024
Q4 | $192K | Buy |
+6,210
| New | +$192K | 0.01% | 848 |
|
|
2022
Q1 | – | Sell |
-12,865
| Closed | -$351K | – | 2957 |
|
|
2021
Q4 | $351K | Hold |
12,865
| – | – | 0.01% | 683 |
|
|
2021
Q3 | $335K | Sell |
12,865
-4,289
| -25% | -$112K | 0.01% | 676 |
|
|
2021
Q2 | $411K | Hold |
17,154
| – | – | 0.02% | 612 |
|
|
2021
Q1 | $406K | Hold |
17,154
| – | – | 0.01% | 688 |
|
|
2020
Q4 | $382K | Hold |
17,154
| – | – | 0.02% | 618 |
|
|
2020
Q3 | $225K | Hold |
17,154
| – | – | 0.01% | 650 |
|
|
2020
Q2 | $259K | Buy |
+17,154
| New | +$259K | 0.01% | 587 |
|