RhumbLine Advisers’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $716K | Sell |
18,328
-152
| -0.8% | -$6.01K | ﹤0.01% | 2382 |
|
|
2025
Q4 | $684K | Sell |
18,480
-2,979
| -14% | -$108K | ﹤0.01% | 2458 |
|
|
2025
Q3 | $767K | Sell |
21,459
-713
| -3% | -$25.5K | ﹤0.01% | 2408 |
|
|
2025
Q2 | $749K | Sell |
22,172
-845
| -4% | -$26.1K | ﹤0.01% | 2401 |
|
|
2025
Q1 | $715K | Sell |
23,017
-1,039
| -4% | -$34.5K | ﹤0.01% | 2342 |
|
|
2024
Q4 | $745K | Buy |
24,056
+110
| +0.5% | +$3.64K | ﹤0.01% | 2412 |
|
|
2024
Q3 | $698K | Sell |
23,946
-201
| -0.8% | -$5.53K | ﹤0.01% | 2483 |
|
|
2024
Q2 | $572K | Buy |
24,147
+361
| +2% | +$7.81K | ﹤0.01% | 2575 |
|
|
2024
Q1 | $501K | Buy |
23,786
+672
| +3% | +$14.9K | ﹤0.01% | 2667 |
|
|
2023
Q4 | $566K | Sell |
23,114
-259
| -1% | -$5.73K | ﹤0.01% | 2590 |
|
|
2023
Q3 | $499K | Hold |
23,373
| – | – | ﹤0.01% | 2614 |
|
|
2023
Q2 | $503K | Sell |
23,373
-336
| -1% | -$7.34K | ﹤0.01% | 2679 |
|
|
2023
Q1 | $549K | Buy |
23,709
+514
| +2% | +$13.4K | ﹤0.01% | 2392 |
|
|
2022
Q4 | $638K | Buy |
23,195
+532
| +2% | +$14.9K | ﹤0.01% | 2352 |
|
|
2022
Q3 | $560K | Buy |
22,663
+1,274
| +6% | +$32.1K | ﹤0.01% | 2443 |
|
|
2022
Q2 | $517K | Buy |
21,389
+4,521
| +27% | +$112K | ﹤0.01% | 2487 |
|
|
2022
Q1 | $431K | Sell |
16,868
-1,628
| -9% | -$43.1K | ﹤0.01% | 2486 |
|
|
2021
Q4 | $506K | Sell |
18,496
-30
| -0.2% | -$795 | ﹤0.01% | 2505 |
|
|
2021
Q3 | $479K | Buy |
18,526
+402
| +2% | +$9.93K | ﹤0.01% | 2566 |
|
|
2021
Q2 | $435K | Sell |
18,124
-3,065
| -14% | -$72.1K | ﹤0.01% | 2631 |
|
|
2021
Q1 | $459K | Sell |
21,189
-820
| -4% | -$17.3K | ﹤0.01% | 2532 |
|
|
2020
Q4 | $399K | Buy |
22,009
+2,950
| +15% | +$48.6K | ﹤0.01% | 2533 |
|
|
2020
Q3 | $259K | Sell |
19,059
-2,730
| -13% | -$38.6K | ﹤0.01% | 2581 |
|
|
2020
Q2 | $353K | Buy |
21,789
+355
| +2% | +$5.19K | ﹤0.01% | 2495 |
|
|
2020
Q1 | $326K | Buy |
21,434
+2,700
| +14% | +$53K | ﹤0.01% | 2368 |
|
|
2019
Q4 | $443K | Buy |
18,734
+173
| +0.9% | +$3.81K | ﹤0.01% | 2419 |
|
|
2019
Q3 | $387K | Buy |
18,561
+1,556
| +9% | +$32.8K | ﹤0.01% | 2437 |
|
|
2019
Q2 | $369K | Buy |
17,005
+1,301
| +8% | +$26.9K | ﹤0.01% | 2498 |
|
|
2019
Q1 | $297K | Sell |
15,704
-234
| -1% | -$4.47K | ﹤0.01% | 2558 |
|
|
2018
Q4 | $291K | Buy |
15,938
+4,934
| +45% | +$102K | ﹤0.01% | 2565 |
|
|
2018
Q3 | $259K | Buy |
11,004
+335
| +3% | +$8.34K | ﹤0.01% | 2593 |
|
|
2018
Q2 | $275K | Buy |
+10,669
| New | +$261K | ﹤0.01% | 2576 |
|
Other funds holding SMBK
VCM
PCMF
