Invesco’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $916K | Sell |
23,437
-1,029
| -4% | -$40.7K | ﹤0.01% | 2907 |
|
|
2025
Q4 | $905K | Sell |
24,466
-1,835
| -7% | -$66.4K | ﹤0.01% | 2954 |
|
|
2025
Q3 | $940K | Buy |
26,301
+5,323
| +25% | +$190K | ﹤0.01% | 2965 |
|
|
2025
Q2 | $709K | Sell |
20,978
-4,108
| -16% | -$127K | ﹤0.01% | 3013 |
|
|
2025
Q1 | $780K | Sell |
25,086
-2,710
| -10% | -$90.1K | ﹤0.01% | 2952 |
|
|
2024
Q4 | $861K | Buy |
27,796
+3,979
| +17% | +$132K | ﹤0.01% | 2979 |
|
|
2024
Q3 | $694K | Sell |
23,817
-15,719
| -40% | -$433K | ﹤0.01% | 3079 |
|
|
2024
Q2 | $936K | Sell |
39,536
-1,682
| -4% | -$36.4K | ﹤0.01% | 2962 |
|
|
2024
Q1 | $868K | Buy |
41,218
+203
| +0.5% | +$4.49K | ﹤0.01% | 3064 |
|
|
2023
Q4 | $1M | Sell |
41,015
-4,153
| -9% | -$91.9K | ﹤0.01% | 2889 |
|
|
2023
Q3 | $965K | Buy |
45,168
+24,619
| +120% | +$570K | ﹤0.01% | 2875 |
|
|
2023
Q2 | $442K | Sell |
20,549
-3,804
| -16% | -$83.1K | ﹤0.01% | 3302 |
|
|
2023
Q1 | $564K | Sell |
24,353
-3,806
| -14% | -$99.2K | ﹤0.01% | 3193 |
|
|
2022
Q4 | $774K | Buy |
28,159
+10,035
| +55% | +$282K | ﹤0.01% | 3054 |
|
|
2022
Q3 | $448K | Sell |
18,124
-14,659
| -45% | -$370K | ﹤0.01% | 3305 |
|
|
2022
Q2 | $792K | Buy |
32,783
+1,658
| +5% | +$41.2K | ﹤0.01% | 3093 |
|
|
2022
Q1 | $796K | Sell |
31,125
-8,775
| -22% | -$232K | ﹤0.01% | 3177 |
|
|
2021
Q4 | $1.09M | Sell |
39,900
-589
| -1% | -$15.6K | ﹤0.01% | 3026 |
|
|
2021
Q3 | $1.05M | Sell |
40,489
-3,211
| -7% | -$79.3K | ﹤0.01% | 3083 |
|
|
2021
Q2 | $1.05M | Buy |
43,700
+26,467
| +154% | +$623K | ﹤0.01% | 3108 |
|
|
2021
Q1 | $373K | Sell |
17,233
-2,506
| -13% | -$52.9K | ﹤0.01% | 3459 |
|
|
2020
Q4 | $358K | Buy |
19,739
+1,769
| +10% | +$29.1K | ﹤0.01% | 3344 |
|
|
2020
Q3 | $244K | Sell |
17,970
-440
| -2% | -$6.22K | ﹤0.01% | 3396 |
|
|
2020
Q2 | $298K | Buy |
18,410
+806
| +5% | +$11.8K | ﹤0.01% | 3333 |
|
|
2020
Q1 | $268K | Buy |
17,604
+3,532
| +25% | +$69.3K | ﹤0.01% | 3307 |
|
|
2019
Q4 | $333K | Buy |
14,072
+1,010
| +8% | +$22.2K | ﹤0.01% | 3392 |
|
|
2019
Q3 | $272K | Buy |
13,062
+23
| +0.2% | +$485 | ﹤0.01% | 3461 |
|
|
2019
Q2 | $283K | Sell |
13,039
-588
| -4% | -$12.2K | ﹤0.01% | 3516 |
|
|
2019
Q1 | $258K | Buy |
+13,627
| New | +$260K | ﹤0.01% | 3546 |
|
Other funds holding SMBK
VCM
PCMF
