Martingale Asset Management’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 | $2.1M | Buy |
53,769
+9,874
| +22% | +$390K | 0.05% | 341 |
|
|
2025
Q4 | $1.62M | Sell |
43,895
-10,593
| -19% | -$383K | 0.04% | 368 |
|
|
2025
Q3 | $1.95M | Sell |
54,488
-4,392
| -7% | -$157K | 0.05% | 324 |
|
|
2025
Q2 | $1.99M | Buy |
58,880
+1,442
| +3% | +$44.5K | 0.05% | 307 |
|
|
2025
Q1 | $1.79M | Buy |
57,438
+4,200
| +8% | +$140K | 0.05% | 322 |
|
|
2024
Q4 | $1.65M | Buy |
53,238
+23,852
| +81% | +$789K | 0.04% | 350 |
|
|
2024
Q3 | $856K | Sell |
29,386
-4,952
| -14% | -$136K | 0.02% | 498 |
|
|
2024
Q2 | $813K | Buy |
34,338
+5,160
| +18% | +$112K | 0.02% | 495 |
|
|
2024
Q1 | $615K | Buy |
29,178
+14,564
| +100% | +$322K | 0.01% | 577 |
|
|
2023
Q4 | $358K | Sell |
14,614
-70
| -0.5% | -$1.55K | 0.01% | 672 |
|
|
2023
Q3 | $314K | Buy |
14,684
+2,000
| +16% | +$46.3K | 0.01% | 680 |
|
|
2023
Q2 | $273K | Sell |
12,684
-17,324
| -58% | -$378K | 0.01% | 712 |
|
|
2023
Q1 | $694K | Sell |
30,008
-6,819
| -19% | -$178K | 0.01% | 538 |
|
|
2022
Q4 | $1.01M | Buy |
36,827
+370
| +1% | +$10.4K | 0.02% | 446 |
|
|
2022
Q3 | $902K | Buy |
36,457
+5
| +0% | +$126 | 0.02% | 473 |
|
|
2022
Q2 | $881K | Sell |
36,452
-6,779
| -16% | -$168K | 0.02% | 495 |
|
|
2022
Q1 | $1.11M | Sell |
43,231
-392
| -0.9% | -$10.4K | 0.02% | 456 |
|
|
2021
Q4 | $1.19M | Hold |
43,623
| – | – | 0.02% | 450 |
|
|
2021
Q3 | $1.13M | Buy |
43,623
+10,689
| +32% | +$264K | 0.01% | 482 |
|
|
2021
Q2 | $792K | Buy |
32,934
+12,405
| +60% | +$292K | 0.01% | 468 |
|
|
2021
Q1 | $445K | Sell |
20,529
-4,097
| -17% | -$86.4K | 0.01% | 642 |
|
|
2020
Q4 | $447K | Sell |
24,626
-18,301
| -43% | -$301K | 0.01% | 645 |
|
|
2020
Q3 | $584K | Sell |
42,927
-39,605
| -48% | -$560K | 0.01% | 774 |
|
|
2020
Q2 | $1.34M | Hold |
82,532
| – | – | 0.02% | 655 |
|
|
2020
Q1 | $1.26M | Buy |
82,532
+10,093
| +14% | +$198K | 0.02% | 614 |
|
|
2019
Q4 | $1.71M | Buy |
+72,439
| New | +$1.59M | 0.02% | 638 |
|
Other funds holding SMBK
VCM
PCMF
