Morgan Stanley’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
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|
2025
Q1 | $4.64M | Buy |
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|
2024
Q4 | $4.6M | Buy |
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|
2024
Q3 | $3.02M | Buy |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $3.22M | Buy |
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|
2023
Q3 | $694K | Sell |
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|
2023
Q2 | $778K | Buy |
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|
2023
Q1 | $579K | Buy |
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|
2022
Q4 | $585K | Sell |
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|
2022
Q3 | $803K | Buy |
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|
2022
Q2 | $775K | Sell |
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|
2022
Q1 | $831K | Sell |
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|
2021
Q4 | $927K | Buy |
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|
2021
Q3 | $843K | Buy |
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|
2021
Q2 | $691K | Buy |
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|
2021
Q1 | $586K | Sell |
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|
2020
Q4 | $696K | Buy |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $363K | Buy |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $837K | Buy |
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|
2019
Q3 | $210K | Buy |
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|
2019
Q2 | $217K | Sell |
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|
2019
Q1 | $279K | Sell |
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|
2018
Q4 | $617K | Sell |
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|
2018
Q3 | $1.12M | Sell |
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|
2018
Q2 | $1.28M | Buy |
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|
2018
Q1 | $600K | Buy |
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|
2017
Q4 | $306K | Buy |
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|
2017
Q3 | $219K | Buy |
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|
2017
Q2 | $148K | Buy |
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|
2017
Q1 | $65K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $0 | Sell |
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|
2015
Q4 | $259K | Buy |
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