Leavell Investment Management’s SmartFinancial SMBK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$13.3K	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	+$181K	0.02%	370