Nisa Investment Advisors’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.8K | Buy |
1,207
+7
| +0.6% | +$236 | ﹤0.01% | 1647 |
|
|
2025
Q1 | $37.3K | Hold |
1,200
| – | – | ﹤0.01% | 1670 |
|
|
2024
Q4 | $37.2K | Hold |
1,200
| – | – | ﹤0.01% | 1763 |
|
|
2024
Q3 | $35K | Hold |
1,200
| – | – | ﹤0.01% | 1737 |
|
|
2024
Q2 | $28.4K | Hold |
1,200
| – | – | ﹤0.01% | 1821 |
|
|
2024
Q1 | $25.3K | Hold |
1,200
| – | – | ﹤0.01% | 1823 |
|
|
2023
Q4 | $29.4K | Hold |
1,200
| – | – | ﹤0.01% | 1760 |
|
|
2023
Q3 | $25.6K | Hold |
1,200
| – | – | ﹤0.01% | 1933 |
|
|
2023
Q2 | $25.8K | Hold |
1,200
| – | – | ﹤0.01% | 2001 |
|
|
2023
Q1 | $28K | Hold |
1,200
| – | – | ﹤0.01% | 1905 |
|
|
2022
Q4 | $33K | Hold |
1,200
| – | – | ﹤0.01% | 1898 |
|
|
2022
Q3 | $35K | Hold |
1,200
| – | – | ﹤0.01% | 1876 |
|
|
2022
Q2 | $29K | Hold |
1,200
| – | – | ﹤0.01% | 1927 |
|
|
2022
Q1 | $31K | Hold |
1,200
| – | – | ﹤0.01% | 1965 |
|
|
2021
Q4 | $32K | Hold |
1,200
| – | – | ﹤0.01% | 1835 |
|
|
2021
Q3 | $31 | Hold |
1,200
| – | – | ﹤0.01% | 2019 |
|
|
2021
Q2 | $29 | Hold |
1,200
| – | – | ﹤0.01% | 2057 |
|
|
2021
Q1 | $26 | Hold |
1,200
| – | – | ﹤0.01% | 2089 |
|
|
2020
Q4 | $22K | Buy |
+1,200
| New | +$22K | ﹤0.01% | 2108 |
|