Rather & Kittrell’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Sell |
19,699
-2,329
| -11% | -$78.7K | 0.13% | 56 |
|
|
2025
Q1 | $685K | Hold |
22,028
| – | – | 0.15% | 53 |
|
|
2024
Q4 | $682K | Hold |
22,028
| – | – | 0.16% | 53 |
|
|
2024
Q3 | $642K | Buy |
+22,028
| New | +$642K | 0.16% | 51 |
|
|
2023
Q1 | – | Sell |
-9,374
| Closed | -$258K | – | 59 |
|
|
2022
Q4 | $258K | Hold |
9,374
| – | – | 0.14% | 53 |
|
|
2022
Q3 | $231K | Hold |
9,374
| – | – | 0.24% | 56 |
|
|
2022
Q2 | $226K | Hold |
9,374
| – | – | 0.25% | 52 |
|
|
2022
Q1 | $239K | Hold |
9,374
| – | – | 0.23% | 53 |
|
|
2021
Q4 | $256K | Buy |
+9,374
| New | +$256K | 0.23% | 50 |
|