Needham Investment Management’s Smith-Midland SMID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.28M | Buy |
217,000
+6,000
| +3% | +$201K | 0.58% | 51 |
|
|
2025
Q1 | $6.56M | Hold |
211,000
| – | – | 0.61% | 52 |
|
|
2024
Q4 | $9.38M | Buy |
211,000
+1,000
| +0.5% | +$44.5K | 0.72% | 48 |
|
|
2024
Q3 | $7.01M | Buy |
210,000
+25,000
| +14% | +$835K | 0.54% | 58 |
|
|
2024
Q2 | $5.12M | Buy |
185,000
+2,500
| +1% | +$69.2K | 0.42% | 64 |
|
|
2024
Q1 | $8.57M | Buy |
182,500
+2,500
| +1% | +$117K | 0.8% | 39 |
|
|
2023
Q4 | $7.11M | Buy |
180,000
+20,000
| +13% | +$790K | 0.9% | 32 |
|
|
2023
Q3 | $3.03M | Buy |
160,000
+13,900
| +10% | +$263K | 0.52% | 53 |
|
|
2023
Q2 | $3.47M | Hold |
146,100
| – | – | 0.57% | 53 |
|
|
2023
Q1 | $2.74M | Hold |
146,100
| – | – | 0.47% | 61 |
|
|
2022
Q4 | $3M | Hold |
146,100
| – | – | 0.54% | 56 |
|
|
2022
Q3 | $3.91M | Hold |
146,100
| – | – | 0.77% | 44 |
|
|
2022
Q2 | $2.05M | Hold |
146,100
| – | – | 0.38% | 68 |
|
|
2022
Q1 | $2.59M | Hold |
146,100
| – | – | 0.38% | 66 |
|
|
2021
Q4 | $6.87M | Sell |
146,100
-13,900
| -9% | -$653K | 0.86% | 44 |
|
|
2021
Q3 | $2.22M | Buy |
160,000
+22,500
| +16% | +$312K | 0.3% | 67 |
|
|
2021
Q2 | $3.25M | Hold |
137,500
| – | – | 0.47% | 53 |
|
|
2021
Q1 | $1.65M | Hold |
137,500
| – | – | 0.23% | 76 |
|
|
2020
Q4 | $1.26M | Buy |
+137,500
| New | +$1.26M | 0.21% | 77 |
|