Nuveen’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 | $3.79M | Sell |
96,934
-28,147
| -23% | -$1.11M | ﹤0.01% | 1998 |
|
|
2025
Q4 | $4.63M | Buy |
125,081
+25,765
| +26% | +$933K | ﹤0.01% | 1942 |
|
|
2025
Q3 | $3.55M | Buy |
99,316
+25,595
| +35% | +$916K | ﹤0.01% | 2071 |
|
|
2025
Q2 | $2.49M | Buy |
73,721
+3,071
| +4% | +$94.8K | ﹤0.01% | 2209 |
|
|
2025
Q1 | $2.2M | Buy |
70,650
+26,701
| +61% | +$888K | ﹤0.01% | 2304 |
|
|
2024
Q4 | $1.36M | Hold |
43,949
| – | – | ﹤0.01% | 2554 |
|
|
2024
Q3 | $1.28M | Sell |
43,949
-11,540
| -21% | -$318K | ﹤0.01% | 2644 |
|
|
2024
Q2 | $1.31M | Buy |
55,489
+11,540
| +26% | +$250K | ﹤0.01% | 2591 |
|
|
2024
Q1 | $926K | Hold |
43,949
| – | – | ﹤0.01% | 2735 |
|
|
2023
Q4 | $1.08M | Buy |
43,949
+5,926
| +16% | +$131K | ﹤0.01% | 2697 |
|
|
2023
Q3 | $813K | Hold |
38,023
| – | – | ﹤0.01% | 2657 |
|
|
2023
Q2 | $818K | Hold |
38,023
| – | – | ﹤0.01% | 2743 |
|
|
2023
Q1 | $880K | Sell |
38,023
-10,609
| -22% | -$277K | ﹤0.01% | 2653 |
|
|
2022
Q4 | $1.34M | Sell |
48,632
-7,046
| -13% | -$198K | ﹤0.01% | 2566 |
|
|
2022
Q3 | $1.38M | Sell |
55,678
-1,294
| -2% | -$32.7K | ﹤0.01% | 2589 |
|
|
2022
Q2 | $1.38M | Buy |
56,972
+6,295
| +12% | +$156K | ﹤0.01% | 2633 |
|
|
2022
Q1 | $1.31M | Buy |
50,677
+505
| +1% | +$13.4K | ﹤0.01% | 2696 |
|
|
2021
Q4 | $1.33M | Sell |
50,172
-10,677
| -18% | -$283K | ﹤0.01% | 2747 |
|
|
2021
Q3 | $1.54M | Sell |
60,849
-2,773
| -4% | -$68.5K | ﹤0.01% | 2796 |
|
|
2021
Q2 | $1.53M | Buy |
63,622
+2,781
| +5% | +$65.5K | ﹤0.01% | 2824 |
|
|
2021
Q1 | $1.32M | Sell |
60,841
-440
| -0.7% | -$9.28K | ﹤0.01% | 2793 |
|
|
2020
Q4 | $1.11M | Buy |
61,281
+8,004
| +15% | +$132K | ﹤0.01% | 2765 |
|
|
2020
Q3 | $724K | Buy |
53,277
+267
| +0.5% | +$3.77K | ﹤0.01% | 2820 |
|
|
2020
Q2 | $858K | Buy |
53,010
+11,264
| +27% | +$165K | ﹤0.01% | 2681 |
|
|
2020
Q1 | $635K | Sell |
41,746
-9,861
| -19% | -$194K | ﹤0.01% | 2690 |
|
|
2019
Q4 | $1.22M | Buy |
51,607
+9,563
| +23% | +$210K | ﹤0.01% | 2613 |
|
|
2019
Q3 | $876K | Sell |
42,044
-2,843
| -6% | -$59.9K | ﹤0.01% | 2751 |
|
|
2019
Q2 | $974K | Buy |
+44,887
| New | +$928K | ﹤0.01% | 2752 |
|
Other funds holding SMBK
VCM
PCMF
