Kennedy Capital Management’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Buy |
23,711
+6,440
| +37% | +$218K | 0.02% | 524 |
|
|
2025
Q1 | $537K | Buy |
+17,271
| New | +$537K | 0.01% | 579 |
|
|
2024
Q4 | – | Sell |
-192,345
| Closed | -$5.6M | – | 734 |
|
|
2024
Q3 | $5.6M | Sell |
192,345
-52,028
| -21% | -$1.52M | 0.12% | 283 |
|
|
2024
Q2 | $5.78M | Buy |
+244,373
| New | +$5.78M | 0.12% | 276 |
|
|
2023
Q3 | – | Sell |
-42,517
| Closed | -$915K | – | 711 |
|
|
2023
Q2 | $915K | Buy |
42,517
+15,510
| +57% | +$334K | 0.02% | 560 |
|
|
2023
Q1 | $625K | Buy |
27,007
+18
| +0.1% | +$417 | 0.02% | 536 |
|
|
2022
Q4 | $742K | Sell |
26,989
-12,823
| -32% | -$353K | 0.02% | 519 |
|
|
2022
Q3 | $984K | Hold |
39,812
| – | – | 0.03% | 482 |
|
|
2022
Q2 | $962K | Buy |
39,812
+12,449
| +45% | +$301K | 0.03% | 482 |
|
|
2022
Q1 | $700K | Hold |
27,363
| – | – | 0.02% | 528 |
|
|
2021
Q4 | $749K | Sell |
27,363
-41
| -0.1% | -$1.12K | 0.02% | 539 |
|
|
2021
Q3 | $708K | Hold |
27,404
| – | – | 0.02% | 551 |
|
|
2021
Q2 | $658K | Buy |
27,404
+4,347
| +19% | +$104K | 0.01% | 556 |
|
|
2021
Q1 | $499K | Buy |
23,057
+6,627
| +40% | +$143K | 0.01% | 601 |
|
|
2020
Q4 | $298K | Buy |
+16,430
| New | +$298K | 0.01% | 630 |
|
|
2020
Q1 | – | Sell |
-26,389
| Closed | -$624K | – | 722 |
|
|
2019
Q4 | $624K | Hold |
26,389
| – | – | 0.02% | 648 |
|
|
2019
Q3 | $550K | Hold |
26,389
| – | – | 0.01% | 632 |
|
|
2019
Q2 | $572K | Hold |
26,389
| – | – | 0.01% | 644 |
|
|
2019
Q1 | $499K | Sell |
26,389
-22
| -0.1% | -$416 | 0.01% | 652 |
|
|
2018
Q4 | $483K | Hold |
26,411
| – | – | 0.01% | 652 |
|
|
2018
Q3 | $622K | Hold |
26,411
| – | – | 0.01% | 674 |
|
|
2018
Q2 | $680K | Buy |
26,411
+8,575
| +48% | +$221K | 0.01% | 686 |
|
|
2018
Q1 | $420K | Hold |
17,836
| – | – | 0.01% | 703 |
|
|
2017
Q4 | $387K | Buy |
+17,836
| New | +$387K | 0.01% | 722 |
|
|
2017
Q2 | – | Sell |
-59,431
| Closed | -$1.25M | – | 748 |
|
|
2017
Q1 | $1.25M | Buy |
59,431
+49,356
| +490% | +$1.04M | 0.02% | 649 |
|
|
2016
Q4 | $191K | Buy |
+10,075
| New | +$191K | ﹤0.01% | 705 |
|