Osaic Holdings’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507 | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $125K | Buy |
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|
2024
Q2 | $101K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $192K | Buy |
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|
2022
Q4 | $209K | Hold |
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|
2022
Q3 | $188K | Hold |
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|
2022
Q2 | $183K | Hold |
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|
2022
Q1 | $194K | Hold |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | $182K | Hold |
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|
2021
Q2 | $169K | Hold |
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|
2021
Q1 | $153K | Hold |
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|
2020
Q4 | $128K | Sell |
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|
2020
Q3 | $115K | Hold |
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|
2020
Q2 | $137K | Sell |
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|
2020
Q1 | $180K | Buy |
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