Rothschild Investment LLC’s SmartFinancial SMBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169 Sell
5
-5
-50% -$169 ﹤0.01% 2947
2025
Q1
$311 Buy
10
+5
+100% +$156 ﹤0.01% 2757
2024
Q4
$155 Hold
5
﹤0.01% 2840
2024
Q3
$146 Buy
+5
New +$146 ﹤0.01% 2769