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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.68M | Buy |
170,955
+1,943
| +1% | +$76.8K | ﹤0.01% | 3904 |
|
|
2025
Q4 | $6.25M | Buy |
169,012
+52,724
| +45% | +$1.91M | ﹤0.01% | 4007 |
|
|
2025
Q3 | $4.15M | Sell |
116,288
-6,730
| -5% | -$241K | ﹤0.01% | 4293 |
|
|
2025
Q2 | $4.16M | Sell |
123,018
-26,353
| -18% | -$814K | ﹤0.01% | 4211 |
|
|
2025
Q1 | $4.64M | Buy |
149,371
+859
| +0.6% | +$28.6K | ﹤0.01% | 3981 |
|
|
2024
Q4 | $4.6M | Buy |
148,512
+44,973
| +43% | +$1.49M | ﹤0.01% | 4069 |
|
|
2024
Q3 | $3.02M | Buy |
103,539
+43,485
| +72% | +$1.2M | ﹤0.01% | 4357 |
|
|
2024
Q2 | $1.42M | Sell |
60,054
-7,237
| -11% | -$157K | ﹤0.01% | 4774 |
|
|
2024
Q1 | $1.42M | Sell |
67,291
-64,209
| -49% | -$1.42M | ﹤0.01% | 4775 |
|
|
2023
Q4 | $3.22M | Buy |
131,500
+99,009
| +305% | +$2.19M | ﹤0.01% | 4664 |
|
|
2023
Q3 | $694K | Sell |
32,491
-3,696
| -10% | -$85.5K | ﹤0.01% | 5001 |
|
|
2023
Q2 | $778K | Buy |
36,187
+11,182
| +45% | +$244K | ﹤0.01% | 4979 |
|
|
2023
Q1 | $579K | Buy |
25,005
+3,750
| +18% | +$97.8K | ﹤0.01% | 5170 |
|
|
2022
Q4 | $585K | Sell |
21,255
-11,287
| -35% | -$317K | ﹤0.01% | 5162 |
|
|
2022
Q3 | $803K | Buy |
32,542
+442
| +1% | +$11.2K | ﹤0.01% | 5010 |
|
|
2022
Q2 | $775K | Sell |
32,100
-402
| -1% | -$9.99K | ﹤0.01% | 5180 |
|
|
2022
Q1 | $831K | Sell |
32,502
-1,430
| -4% | -$37.9K | ﹤0.01% | 5110 |
|
|
2021
Q4 | $927K | Buy |
33,932
+1,330
| +4% | +$35.3K | ﹤0.01% | 5128 |
|
|
2021
Q3 | $843K | Buy |
32,602
+3,785
| +13% | +$93.5K | ﹤0.01% | 5158 |
|
|
2021
Q2 | $691K | Buy |
28,817
+1,714
| +6% | +$40.3K | ﹤0.01% | 5313 |
|
|
2021
Q1 | $586K | Sell |
27,103
-11,250
| -29% | -$237K | ﹤0.01% | 5062 |
|
|
2020
Q4 | $696K | Buy |
38,353
+16,569
| +76% | +$273K | ﹤0.01% | 4872 |
|
|
2020
Q3 | $295K | Sell |
21,784
-632
| -3% | -$8.94K | ﹤0.01% | 4909 |
|
|
2020
Q2 | $363K | Buy |
22,416
+5,947
| +36% | +$86.9K | ﹤0.01% | 4768 |
|
|
2020
Q1 | $251K | Sell |
16,469
-18,937
| -53% | -$372K | ﹤0.01% | 4774 |
|
|
2019
Q4 | $837K | Buy |
35,406
+25,291
| +250% | +$557K | ﹤0.01% | 4639 |
|
|
2019
Q3 | $210K | Buy |
10,115
+103
| +1% | +$2.17K | ﹤0.01% | 5099 |
|
|
2019
Q2 | $217K | Sell |
10,012
-4,739
| -32% | -$98K | ﹤0.01% | 4990 |
|
|
2019
Q1 | $279K | Sell |
14,751
-19,068
| -56% | -$364K | ﹤0.01% | 4885 |
|
|
2018
Q4 | $617K | Sell |
33,819
-13,833
| -29% | -$287K | ﹤0.01% | 4649 |
|
|
2018
Q3 | $1.12M | Sell |
47,652
-2,107
| -4% | -$52.4K | ﹤0.01% | 4440 |
|
|
2018
Q2 | $1.28M | Buy |
49,759
+24,275
| +95% | +$594K | ﹤0.01% | 4445 |
|
|
2018
Q1 | $600K | Buy |
25,484
+11,387
| +81% | +$254K | ﹤0.01% | 4894 |
|
|
2017
Q4 | $306K | Buy |
14,097
+4,977
| +55% | +$115K | ﹤0.01% | 5247 |
|
|
2017
Q3 | $219K | Buy |
9,120
+2,916
| +47% | +$69.6K | ﹤0.01% | 5316 |
|
|
2017
Q2 | $148K | Buy |
6,204
+3,122
| +101% | +$71.5K | ﹤0.01% | 5478 |
|
|
2017
Q1 | $65K | Buy |
+3,082
| New | +$64.5K | ﹤0.01% | 5753 |
|
|
2016
Q2 | – | Sell |
-8
| Closed | – | – | 6642 |
|
|
2016
Q1 | $0 | Sell |
8
-16,070
| -100% | -$256K | ﹤0.01% | 6702 |
|
|
2015
Q4 | $259K | Buy |
+16,078
| New | +$255K | ﹤0.01% | 4943 |
|
Other funds holding SMBK
VCM
PCMF
