Raymond James Financial Services Advisors’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,250
| Closed | -$349K | – | 3473 |
|
|
2023
Q4 | $349K | Sell |
14,250
-9,989
| -41% | -$245K | ﹤0.01% | 2633 |
|
|
2023
Q3 | $518K | Sell |
24,239
-6,520
| -21% | -$139K | ﹤0.01% | 2306 |
|
|
2023
Q2 | $662K | Buy |
30,759
+18,647
| +154% | +$401K | ﹤0.01% | 2171 |
|
|
2023
Q1 | $280K | Buy |
+12,112
| New | +$280K | ﹤0.01% | 2677 |
|
|
2022
Q3 | – | Sell |
-11,718
| Closed | -$283K | – | 3304 |
|
|
2022
Q2 | $283K | Buy |
11,718
+538
| +5% | +$13K | ﹤0.01% | 2628 |
|
|
2022
Q1 | $286K | Buy |
11,180
+3,365
| +43% | +$86.1K | ﹤0.01% | 2735 |
|
|
2021
Q4 | $214K | Sell |
7,815
-800
| -9% | -$21.9K | ﹤0.01% | 2924 |
|
|
2021
Q3 | $223K | Buy |
+8,615
| New | +$223K | ﹤0.01% | 2893 |
|