Leavell Investment Management’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,500
| Closed | -$257K | – | 483 |
|
|
2023
Q4 | $257K | Hold |
10,500
| – | – | 0.02% | 426 |
|
|
2023
Q3 | $224K | Hold |
10,500
| – | – | 0.02% | 437 |
|
|
2023
Q2 | $226K | Hold |
10,500
| – | – | 0.02% | 435 |
|
|
2023
Q1 | $243K | Hold |
10,500
| – | – | 0.02% | 418 |
|
|
2022
Q4 | $289K | Hold |
10,500
| – | – | 0.02% | 378 |
|
|
2022
Q3 | $259K | Hold |
10,500
| – | – | 0.02% | 385 |
|
|
2022
Q2 | $254K | Hold |
10,500
| – | – | 0.02% | 389 |
|
|
2022
Q1 | $269K | Hold |
10,500
| – | – | 0.02% | 377 |
|
|
2021
Q4 | $287K | Sell |
10,500
-500
| -5% | -$13.7K | 0.02% | 384 |
|
|
2021
Q3 | $284K | Hold |
11,000
| – | – | 0.02% | 358 |
|
|
2021
Q2 | $238K | Hold |
11,000
| – | – | 0.02% | 364 |
|
|
2021
Q1 | $238K | Hold |
11,000
| – | – | 0.02% | 364 |
|
|
2020
Q4 | $200K | Buy |
+11,000
| New | +$200K | 0.02% | 370 |
|