Patriot Investment Management Group’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Hold |
34,938
| – | – | 0.08% | 102 |
|
|
2025
Q1 | $1.09M | Hold |
34,938
| – | – | 0.08% | 104 |
|
|
2024
Q4 | $1.08M | Hold |
34,938
| – | – | 0.08% | 106 |
|
|
2024
Q3 | $1.02M | Hold |
34,938
| – | – | 0.07% | 110 |
|
|
2024
Q2 | $827K | Hold |
34,938
| – | – | 0.06% | 118 |
|
|
2024
Q1 | $736K | Hold |
34,938
| – | – | 0.06% | 129 |
|
|
2023
Q4 | $856K | Hold |
34,938
| – | – | 0.07% | 113 |
|
|
2023
Q3 | $747K | Hold |
34,938
| – | – | 0.07% | 120 |
|
|
2023
Q2 | $752K | Hold |
34,938
| – | – | 0.06% | 131 |
|
|
2023
Q1 | $808K | Hold |
34,938
| – | – | 0.07% | 122 |
|
|
2022
Q4 | $923K | Hold |
34,938
| – | – | 0.08% | 116 |
|
|
2022
Q3 | $863K | Hold |
34,938
| – | – | 0.09% | 113 |
|
|
2022
Q2 | $844K | Hold |
34,938
| – | – | 0.08% | 118 |
|
|
2022
Q1 | $893K | Hold |
34,938
| – | – | 0.08% | 121 |
|
|
2021
Q4 | $955K | Hold |
34,938
| – | – | 0.08% | 119 |
|
|
2021
Q3 | $903K | Hold |
34,938
| – | – | 0.08% | 120 |
|
|
2021
Q2 | $838K | Hold |
34,938
| – | – | 0.08% | 123 |
|
|
2021
Q1 | $756K | Hold |
34,938
| – | – | 0.07% | 129 |
|
|
2020
Q4 | $633K | Sell |
34,938
-1,967
| -5% | -$35.6K | 0.1% | 103 |
|
|
2020
Q3 | $501K | Sell |
36,905
-3,550
| -9% | -$48.2K | 0.06% | 148 |
|
|
2020
Q2 | $655K | Sell |
40,455
-7,042
| -15% | -$114K | 0.08% | 125 |
|
|
2020
Q1 | $722K | Hold |
47,497
| – | – | 0.11% | 105 |
|
|
2019
Q4 | $1.12M | Hold |
47,497
| – | – | 0.15% | 92 |
|
|
2019
Q3 | $992K | Hold |
47,497
| – | – | 0.14% | 103 |
|
|
2019
Q2 | $1.03M | Hold |
47,497
| – | – | 0.14% | 97 |
|
|
2019
Q1 | $898K | Buy |
+47,497
| New | +$898K | 0.13% | 103 |
|