Northwestern Mutual Wealth Management’s SmartFinancial SMBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.7K Sell
1,945
-4
-0.2% -$135 ﹤0.01% 2155
2025
Q1
$60.6K Buy
+1,949
New +$60.6K ﹤0.01% 2112
2019
Q1
Sell
-4,250
Closed -$78K 2691
2018
Q4
$78K Buy
+4,250
New +$78K ﹤0.01% 1078