LIA

LBMC Investment Advisors’s SmartFinancial SMBK Stock Holding History

LBMC Investment Advisors’s Portfolio SMBK Stock Details SMBK Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.48M	Hold	43,865	–	–	0.11%	76
2025 Q1	$1.36M	Sell	43,865 -433	-1%	-$13.5K	0.11%	72
2024 Q4	$1.37M	Hold	44,298	–	–	0.11%	70
2024 Q3	$1.29M	Hold	44,298	–	–	0.1%	68
2024 Q2	$1.05M	Hold	44,298	–	–	0.09%	70
2024 Q1	$933K	Hold	44,298	–	–	0.08%	73
2023 Q4	$1.08M	Hold	44,298	–	–	0.1%	56
2023 Q3	$918K	Hold	44,298	–	–	0.1%	59
2023 Q2	$953K	Hold	44,298	–	–	0.09%	60
2023 Q1	$1.03M	Hold	44,298	–	–	0.1%	57
2022 Q4	$1.22M	Hold	44,298	–	–	0.13%	47
2022 Q3	$1.1M	Hold	44,298	–	–	0.13%	49
2022 Q2	$1.07M	Hold	44,298	–	–	0.12%	50
2022 Q1	$1.13M	Hold	44,298	–	–	0.1%	51
2021 Q4	$1.21M	Buy	44,298 +28,371	+178%	+$776K	0.1%	53
2021 Q3	$1.15K	Sell	15,927 -28,371	-64%	-$2.04K	0.11%	54
2021 Q2	$1.06M	Hold	44,298	–	–	0.1%	58
2021 Q1	$959K	Hold	44,298	–	–	0.1%	55
2020 Q4	$804K	Hold	44,298	–	–	0.09%	55
2020 Q3	$602K	Hold	44,298	–	–	0.08%	58
2020 Q2	$717K	Hold	44,298	–	–	0.11%	46
2020 Q1	$674K	Hold	44,298	–	–	0.13%	39
2019 Q4	$1.05M	Hold	44,298	–	–	0.15%	37
2019 Q3	$923K	Hold	44,298	–	–	0.14%	36
2019 Q2	$961K	Hold	44,298	–	–	0.15%	38
2019 Q1	$838K	Hold	44,298	–	–	0.13%	38
2018 Q4	$809K	Sell	44,298 -466	-1%	-$8.51K	0.15%	36
2018 Q3	$1.05M	Hold	44,764	–	–	0.17%	35
2018 Q2	$1.15M	Buy	44,764 +833	+2%	+$21.5K	0.19%	31
2018 Q1	$1.04M	Hold	43,931	–	–	0.18%	32
2017 Q4	$953K	Hold	43,931	–	–	0.16%	36
2017 Q3	$1.06M	Hold	43,931	–	–	0.18%	30
2017 Q2	$1.05M	Hold	43,931	–	–	0.18%	28
2017 Q1	$924K	Hold	43,931	–	–	0.17%	30
2016 Q4	$835K	Hold	43,931	–	–	0.16%	33
2016 Q3	$716K	Hold	43,931	–	–	0.14%	40
2016 Q2	$703K	Buy	43,931 +18,038	+70%	+$289K	0.14%	34
2016 Q1	$479K	Hold	25,893	–	–	0.1%	45
2015 Q4	$417K	Buy	+25,893	New	+$417K	0.09%	44