HHM 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
2026 Q2	$344K	Buy	7,332 +2,250	+44%	+$95.6K	0.03%	158
2026 Q1	$199K	Hold	5,082	–	–	0.02%	193
2025 Q4	$188K	Hold	5,082	–	–	0.02%	205
2025 Q3	$182K	Hold	5,082	–	–	0.02%	219
2025 Q2	$172K	Buy	5,082 +266	+6%	+$8.21K	0.02%	223
2025 Q1	$150K	Hold	4,816	–	–	0.02%	224
2024 Q4	$149K	Sell	4,816 -241	-5%	-$7.97K	0.02%	218
2024 Q3	$147K	Sell	5,057 -562	-10%	-$15.5K	0.02%	214
2024 Q2	$133K	Buy	5,619 +326	+6%	+$7.05K	0.02%	217
2024 Q1	$112K	Sell	5,293 -236	-4%	-$5.22K	0.02%	198
2023 Q4	$135K	Hold	5,529	–	–	0.02%	180
2023 Q3	$118K	Hold	5,529	–	–	0.02%	186
2023 Q2	$119K	Hold	5,529	–	–	0.02%	192
2023 Q1	$128K	Buy	5,529 +760	+16%	+$19.8K	0.03%	173
2022 Q4	$131K	Buy	4,769 +3,730	+359%	+$105K	0.03%	153
2022 Q3	$26K	Hold	1,039	–	–	0.01%	320
2022 Q2	$25K	Hold	1,039	–	–	0.01%	393
2022 Q1	$27K	Hold	1,039	–	–	0.01%	401
2021 Q4	$28K	Sell	1,039 -500	-32%	-$13.3K	0.01%	384
2021 Q3	$40K	Sell	1,539 -913	-37%	-$22.6K	0.01%	327
2021 Q2	$59K	Hold	2,452	–	–	0.02%	277
2021 Q1	$53K	Hold	2,452	–	–	0.02%	264
2020 Q4	$44K	Sell	2,452 -4,526	-65%	-$74.5K	0.02%	276
2020 Q3	$95K	Hold	6,978	–	–	0.04%	158
2020 Q2	$113K	Buy	6,978 +450	+7%	+$6.58K	0.05%	125
2020 Q1	$99K	Buy	+6,528	New	+$128K	0.05%	120

Other funds holding SMBK