IFP Advisors’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25K | Buy |
23
+22
| +2,200% | +$1.2K | ﹤0.01% | 4130 |
|
|
2025
Q1 | $31 | Hold |
1
| – | – | ﹤0.01% | 4111 |
|
|
2024
Q4 | $31 | Buy |
+1
| New | +$31 | ﹤0.01% | 4375 |
|
|
2022
Q4 | – | Sell |
-500
| Closed | -$12K | – | 4818 |
|
|
2022
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 3526 |
|
|
2022
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 3273 |
|
|
2022
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 3273 |
|
|
2021
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 2062 |
|
|
2021
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 2122 |
|
|
2021
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 2145 |
|
|
2021
Q1 | $11K | Hold |
500
| – | – | ﹤0.01% | 2097 |
|
|
2020
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 2108 |
|
|
2020
Q3 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 2036 |
|