Invesco’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Sell |
20,978
-4,108
| -16% | -$139K | ﹤0.01% | 3012 |
|
|
2025
Q1 | $780K | Sell |
25,086
-2,710
| -10% | -$84.2K | ﹤0.01% | 2942 |
|
|
2024
Q4 | $861K | Buy |
27,796
+3,979
| +17% | +$123K | ﹤0.01% | 2969 |
|
|
2024
Q3 | $694K | Sell |
23,817
-15,719
| -40% | -$458K | ﹤0.01% | 3066 |
|
|
2024
Q2 | $936K | Sell |
39,536
-1,682
| -4% | -$39.8K | ﹤0.01% | 2954 |
|
|
2024
Q1 | $868K | Buy |
41,218
+203
| +0.5% | +$4.28K | ﹤0.01% | 3054 |
|
|
2023
Q4 | $1M | Sell |
41,015
-4,153
| -9% | -$102K | ﹤0.01% | 2880 |
|
|
2023
Q3 | $965K | Buy |
45,168
+24,619
| +120% | +$526K | ﹤0.01% | 2866 |
|
|
2023
Q2 | $442K | Sell |
20,549
-3,804
| -16% | -$81.8K | ﹤0.01% | 3289 |
|
|
2023
Q1 | $564K | Sell |
24,353
-3,806
| -14% | -$88.1K | ﹤0.01% | 3178 |
|
|
2022
Q4 | $774K | Buy |
28,159
+10,035
| +55% | +$276K | ﹤0.01% | 3038 |
|
|
2022
Q3 | $448K | Sell |
18,124
-14,659
| -45% | -$362K | ﹤0.01% | 3284 |
|
|
2022
Q2 | $792K | Buy |
32,783
+1,658
| +5% | +$40.1K | ﹤0.01% | 3078 |
|
|
2022
Q1 | $796K | Sell |
31,125
-8,775
| -22% | -$224K | ﹤0.01% | 3149 |
|
|
2021
Q4 | $1.09M | Sell |
39,900
-589
| -1% | -$16.1K | ﹤0.01% | 2998 |
|
|
2021
Q3 | $1.05M | Sell |
40,489
-3,211
| -7% | -$83K | ﹤0.01% | 3059 |
|
|
2021
Q2 | $1.05M | Buy |
43,700
+26,467
| +154% | +$636K | ﹤0.01% | 3084 |
|
|
2021
Q1 | $373K | Sell |
17,233
-2,506
| -13% | -$54.2K | ﹤0.01% | 3439 |
|
|
2020
Q4 | $358K | Buy |
19,739
+1,769
| +10% | +$32.1K | ﹤0.01% | 3323 |
|
|
2020
Q3 | $244K | Sell |
17,970
-440
| -2% | -$5.97K | ﹤0.01% | 3368 |
|
|
2020
Q2 | $298K | Buy |
18,410
+806
| +5% | +$13K | ﹤0.01% | 3306 |
|
|
2020
Q1 | $268K | Buy |
17,604
+3,532
| +25% | +$53.8K | ﹤0.01% | 3278 |
|
|
2019
Q4 | $333K | Buy |
14,072
+1,010
| +8% | +$23.9K | ﹤0.01% | 3345 |
|
|
2019
Q3 | $272K | Buy |
13,062
+23
| +0.2% | +$479 | ﹤0.01% | 3414 |
|
|
2019
Q2 | $283K | Sell |
13,039
-588
| -4% | -$12.8K | ﹤0.01% | 3474 |
|
|
2019
Q1 | $258K | Buy |
+13,627
| New | +$258K | ﹤0.01% | 3519 |
|