Legal & General Group’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 | $52.5K | Sell |
1,343
-28
| -2% | -$1.11K | ﹤0.01% | 2674 |
|
|
2025
Q4 | $50.7K | Sell |
1,371
-25
| -2% | -$905 | ﹤0.01% | 2728 |
|
|
2025
Q3 | $49.9K | Hold |
1,396
| – | – | ﹤0.01% | 2730 |
|
|
2025
Q2 | $47.2K | Sell |
1,396
-81
| -5% | -$2.5K | ﹤0.01% | 2721 |
|
|
2025
Q1 | $45.9K | Hold |
1,477
| – | – | ﹤0.01% | 2735 |
|
|
2024
Q4 | $45.8K | Hold |
1,477
| – | – | ﹤0.01% | 2794 |
|
|
2024
Q3 | $43K | Buy |
1,477
+180
| +14% | +$4.96K | ﹤0.01% | 2808 |
|
|
2024
Q2 | $30.7K | Sell |
1,297
-8,064
| -86% | -$174K | ﹤0.01% | 2872 |
|
|
2024
Q1 | $197K | Hold |
9,361
| – | – | ﹤0.01% | 2682 |
|
|
2023
Q4 | $229K | Hold |
9,361
| – | – | ﹤0.01% | 2678 |
|
|
2023
Q3 | $200K | Sell |
9,361
-174
| -2% | -$4.03K | ﹤0.01% | 2720 |
|
|
2023
Q2 | $205K | Buy |
9,535
+3,387
| +55% | +$74K | ﹤0.01% | 2734 |
|
|
2023
Q1 | $142K | Buy |
6,148
+909
| +17% | +$23.7K | ﹤0.01% | 2697 |
|
|
2022
Q4 | $144K | Buy |
5,239
+3,768
| +256% | +$106K | ﹤0.01% | 2716 |
|
|
2022
Q3 | $36K | Buy |
1,471
+199
| +16% | +$5.02K | ﹤0.01% | 3052 |
|
|
2022
Q2 | $31K | Buy |
1,272
+162
| +15% | +$4.03K | ﹤0.01% | 3108 |
|
|
2022
Q1 | $28K | Hold |
1,110
| – | – | ﹤0.01% | 3147 |
|
|
2021
Q4 | $30K | Hold |
1,110
| – | – | ﹤0.01% | 3152 |
|
|
2021
Q3 | $29K | Hold |
1,110
| – | – | ﹤0.01% | 3139 |
|
|
2021
Q2 | $27K | Sell |
1,110
-131
| -11% | -$3.08K | ﹤0.01% | 3179 |
|
|
2021
Q1 | $27K | Hold |
1,241
| – | – | ﹤0.01% | 3026 |
|
|
2020
Q4 | $23K | Hold |
1,241
| – | – | ﹤0.01% | 3044 |
|
|
2020
Q3 | $17K | Sell |
1,241
-441
| -26% | -$6.24K | ﹤0.01% | 3030 |
|
|
2020
Q2 | $27K | Hold |
1,682
| – | – | ﹤0.01% | 2937 |
|
|
2020
Q1 | $25K | Sell |
1,682
-486
| -22% | -$9.54K | ﹤0.01% | 2836 |
|
|
2019
Q4 | $51K | Hold |
2,168
| – | – | ﹤0.01% | 2803 |
|
|
2019
Q3 | $45K | Hold |
2,168
| – | – | ﹤0.01% | 2780 |
|
|
2019
Q2 | $47K | Buy |
2,168
+460
| +27% | +$9.51K | ﹤0.01% | 2803 |
|
|
2019
Q1 | $32K | Hold |
1,708
| – | – | ﹤0.01% | 2904 |
|
|
2018
Q4 | $31K | Hold |
1,708
| – | – | ﹤0.01% | 2890 |
|
|
2018
Q3 | $40K | Hold |
1,708
| – | – | ﹤0.01% | 2890 |
|
|
2018
Q2 | $44K | Buy |
1,708
+249
| +17% | +$6.1K | ﹤0.01% | 2806 |
|
|
2018
Q1 | $34K | Hold |
1,459
| – | – | ﹤0.01% | 2926 |
|
|
2017
Q4 | $32K | Buy |
1,459
+413
| +39% | +$9.51K | ﹤0.01% | 3036 |
|
|
2017
Q3 | $25K | Hold |
1,046
| – | – | ﹤0.01% | 3107 |
|
|
2017
Q2 | $25K | Buy |
+1,046
| New | +$24K | ﹤0.01% | 3099 |
|
Other funds holding SMBK
VCM
PCMF
