Raymond James Financial’s SmartFinancial SMBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Sell
10,131
-796
-7% -$26.9K ﹤0.01% 4197
2025
Q1
$340K Sell
10,927
-7,789
-42% -$242K ﹤0.01% 4113
2024
Q4
$580K Buy
+18,716
New +$580K ﹤0.01% 3791