Panagora Asset 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 | $2.12M | Buy |
62,783
+11,841
| +23% | +$400K | 0.01% | 462 |
|
|
2025
Q1 | $1.58M | Buy |
50,942
+17,379
| +52% | +$540K | 0.01% | 570 |
|
|
2024
Q4 | $1.04M | Buy |
33,563
+423
| +1% | +$13.1K | ﹤0.01% | 648 |
|
|
2024
Q3 | $966K | Sell |
33,140
-526
| -2% | -$15.3K | ﹤0.01% | 748 |
|
|
2024
Q2 | $797K | Hold |
33,666
| – | – | ﹤0.01% | 789 |
|
|
2024
Q1 | $709K | Sell |
33,666
-1,562
| -4% | -$32.9K | ﹤0.01% | 896 |
|
|
2023
Q4 | $863K | Sell |
35,228
-261
| -0.7% | -$6.39K | ﹤0.01% | 860 |
|
|
2023
Q3 | $758K | Buy |
+35,489
| New | +$758K | ﹤0.01% | 868 |
|
|
2023
Q2 | – | Sell |
-11,957
| Closed | -$277K | – | 1455 |
|
|
2023
Q1 | $277K | Buy |
11,957
+42
| +0.4% | +$972 | ﹤0.01% | 1281 |
|
|
2022
Q4 | $328K | Sell |
11,915
-3,099
| -21% | -$85.2K | ﹤0.01% | 1262 |
|
|
2022
Q3 | $371K | Hold |
15,014
| – | – | ﹤0.01% | 1219 |
|
|
2022
Q2 | $363K | Hold |
15,014
| – | – | ﹤0.01% | 1260 |
|
|
2022
Q1 | $384K | Hold |
15,014
| – | – | ﹤0.01% | 1300 |
|
|
2021
Q4 | $411K | Buy |
15,014
+4,222
| +39% | +$116K | ﹤0.01% | 1280 |
|
|
2021
Q3 | $279K | Buy |
10,792
+10,551
| +4,378% | +$273K | ﹤0.01% | 1544 |
|
|
2021
Q2 | $6K | Buy |
+241
| New | +$6K | ﹤0.01% | 2445 |
|
|
2020
Q4 | – | Sell |
-208
| Closed | -$3K | – | 2931 |
|
|
2020
Q3 | $3K | Hold |
208
| – | – | ﹤0.01% | 2557 |
|
|
2020
Q2 | $3K | Hold |
208
| – | – | ﹤0.01% | 2441 |
|
|
2020
Q1 | $3K | Buy |
+208
| New | +$3K | ﹤0.01% | 2357 |
|
|
2019
Q2 | – | Sell |
-7,511
| Closed | -$142K | – | 2668 |
|
|
2019
Q1 | $142K | Hold |
7,511
| – | – | ﹤0.01% | 1799 |
|
|
2018
Q4 | $137K | Hold |
7,511
| – | – | ﹤0.01% | 1728 |
|
|
2018
Q3 | $177K | Hold |
7,511
| – | – | ﹤0.01% | 1719 |
|
|
2018
Q2 | $193K | Buy |
+7,511
| New | +$193K | ﹤0.01% | 1677 |
|