Jacobs Levy Equity Management’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	$206K	Buy	+5,267	New	+$208K	﹤0.01%	916
2024 Q4	–	Sell	-7,770	Closed	-$226K	–	1033
2024 Q3	$226K	Buy	+7,770	New	+$214K	﹤0.01%	912
2024 Q1	–	Sell	-8,420	Closed	-$206K	–	1043
2023 Q4	$206K	Sell	8,420 -9,841	-54%	-$218K	﹤0.01%	923
2023 Q3	$390K	Sell	18,261 -1,363	-7%	-$31.5K	﹤0.01%	844
2023 Q2	$422K	Sell	19,624 -5,063	-21%	-$111K	﹤0.01%	844
2023 Q1	$571K	Sell	24,687 -11,863	-32%	-$309K	﹤0.01%	786
2022 Q4	$1.01M	Buy	36,550 +6,658	+22%	+$187K	0.01%	680
2022 Q3	$739K	Sell	29,892 -2,294	-7%	-$57.9K	0.01%	771
2022 Q2	$778K	Sell	32,186 -386	-1%	-$9.59K	0.01%	794
2022 Q1	$833K	Sell	32,572 -928	-3%	-$24.6K	0.01%	786
2021 Q4	$917K	Buy	33,500 +1,780	+6%	+$47.2K	0.01%	752
2021 Q3	$820K	Sell	31,720 -292	-0.9%	-$7.21K	0.01%	787
2021 Q2	$769K	Buy	32,012 +1,083	+4%	+$25.5K	0.01%	794
2021 Q1	$670K	Sell	30,929 -735	-2%	-$15.5K	0.01%	812
2020 Q4	$574K	Buy	31,664 +195	+0.6%	+$3.21K	0.01%	834
2020 Q3	$428K	Sell	31,469 -5,956	-16%	-$84.2K	﹤0.01%	828
2020 Q2	$606K	Buy	37,425 +644	+2%	+$9.41K	0.01%	758
2020 Q1	$559K	Buy	36,781 +10,761	+41%	+$211K	0.01%	739
2019 Q4	$615K	Buy	+26,020	New	+$573K	0.01%	759