Osaic Holdings
SMBK icon

Osaic Holdings’s SmartFinancial SMBK Stock Holding History

Osaic Holdings’s Portfolio SMBK Stock Details SMBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$899 Sell
23
-333
-94% -$13.2K ﹤0.01% 7293
2025
Q4 		$13.2K Buy
356
+333
+1,448% +$12.1K ﹤0.01% 6162
2025
Q3 		$822 Buy
23
+8
+53% +$286 ﹤0.01% 7424
2025
Q2 		$507 Buy
+15
New +$463 ﹤0.01% 7348
2024
Q4 		– Sell
-4,276
Closed -$125K – 7606
2024
Q3 		$125K Buy
4,276
+11
+0.3% +$303 ﹤0.01% 4051
2024
Q2 		$101K Buy
+4,265
New +$92.3K ﹤0.01% 4134
2023
Q2 		– Sell
-8,290
Closed -$192K – 7570
2023
Q1 		$192K Buy
8,290
+700
+9% +$18.2K ﹤0.01% 3901
2022
Q4 		$209K Hold
7,590
– – ﹤0.01% 3808
2022
Q3 		$188K Hold
7,590
– – ﹤0.01% 3805
2022
Q2 		$183K Hold
7,590
– – ﹤0.01% 3888
2022
Q1 		$194K Hold
7,590
– – ﹤0.01% 4056
2021
Q4 		$208K Buy
7,590
+535
+8% +$14.2K ﹤0.01% 3902
2021
Q3 		$182K Hold
7,055
– – ﹤0.01% 3992
2021
Q2 		$169K Hold
7,055
– – ﹤0.01% 4016
2021
Q1 		$153K Hold
7,055
– – ﹤0.01% 3989
2020
Q4 		$128K Sell
7,055
-1,425
-17% -$23.5K ﹤0.01% 3866
2020
Q3 		$115K Hold
8,480
– – ﹤0.01% 3711
2020
Q2 		$137K Sell
8,480
-3,300
-28% -$48.2K ﹤0.01% 3447
2020
Q1 		$180K Buy
+11,780
New +$231K ﹤0.01% 2971

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