HWA
HHM Wealth Advisors’s SmartFinancial SMBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
5,082
+266
| +6% | +$8.99K | 0.02% | 223 |
|
|
2025
Q1 | $150K | Hold |
4,816
| – | – | 0.02% | 224 |
|
|
2024
Q4 | $149K | Sell |
4,816
-241
| -5% | -$7.47K | 0.02% | 218 |
|
|
2024
Q3 | $147K | Sell |
5,057
-562
| -10% | -$16.4K | 0.02% | 214 |
|
|
2024
Q2 | $133K | Buy |
5,619
+326
| +6% | +$7.72K | 0.02% | 217 |
|
|
2024
Q1 | $112K | Sell |
5,293
-236
| -4% | -$4.97K | 0.02% | 198 |
|
|
2023
Q4 | $135K | Hold |
5,529
| – | – | 0.02% | 179 |
|
|
2023
Q3 | $118K | Hold |
5,529
| – | – | 0.02% | 186 |
|
|
2023
Q2 | $119K | Hold |
5,529
| – | – | 0.02% | 189 |
|
|
2023
Q1 | $128K | Buy |
5,529
+760
| +16% | +$17.6K | 0.03% | 173 |
|
|
2022
Q4 | $131K | Buy |
4,769
+3,730
| +359% | +$103K | 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% | -$13.5K | 0.01% | 384 |
|
|
2021
Q3 | $40K | Sell |
1,539
-913
| -37% | -$23.7K | 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% | -$81.2K | 0.02% | 276 |
|
|
2020
Q3 | $95K | Hold |
6,978
| – | – | 0.04% | 158 |
|
|
2020
Q2 | $113K | Buy |
6,978
+450
| +7% | +$7.29K | 0.05% | 125 |
|
|
2020
Q1 | $99K | Buy |
+6,528
| New | +$99K | 0.05% | 120 |
|