Russell Investments Group’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.96M | Sell |
87,521
-12,120
| -12% | -$409K | ﹤0.01% | 1515 |
|
2025
Q1 | $3.1M | Sell |
99,641
-30,553
| -23% | -$950K | ﹤0.01% | 1461 |
|
2024
Q4 | $4.03M | Sell |
130,194
-24,195
| -16% | -$750K | 0.01% | 1284 |
|
2024
Q3 | $4.5M | Buy |
154,389
+30,167
| +24% | +$879K | 0.01% | 1250 |
|
2024
Q2 | $2.94M | Sell |
124,222
-6,139
| -5% | -$145K | ﹤0.01% | 1439 |
|
2024
Q1 | $2.75M | Buy |
130,361
+24,979
| +24% | +$526K | ﹤0.01% | 1484 |
|
2023
Q4 | $2.58M | Buy |
105,382
+34,488
| +49% | +$845K | ﹤0.01% | 1481 |
|
2023
Q3 | $1.52M | Buy |
70,894
+65,373
| +1,184% | +$1.4M | ﹤0.01% | 1709 |
|
2023
Q2 | $119K | Sell |
5,521
-4,085
| -43% | -$87.9K | ﹤0.01% | 2572 |
|
2023
Q1 | $222K | Sell |
9,606
-60,764
| -86% | -$1.41M | ﹤0.01% | 2457 |
|
2022
Q4 | $1.94M | Sell |
70,370
-17,266
| -20% | -$475K | ﹤0.01% | 1611 |
|
2022
Q3 | $2.16M | Buy |
87,636
+38,532
| +78% | +$951K | ﹤0.01% | 1510 |
|
2022
Q2 | $1.19M | Buy |
49,104
+4,517
| +10% | +$109K | ﹤0.01% | 1874 |
|
2022
Q1 | $1.14M | Buy |
44,587
+705
| +2% | +$18K | ﹤0.01% | 1895 |
|
2021
Q4 | $1.2M | Sell |
43,882
-2,534
| -5% | -$69.2K | ﹤0.01% | 2061 |
|
2021
Q3 | $1.2M | Sell |
46,416
-4,229
| -8% | -$109K | ﹤0.01% | 2106 |
|
2021
Q2 | $1.21M | Buy |
50,645
+20,182
| +66% | +$483K | ﹤0.01% | 2218 |
|
2021
Q1 | $657K | Buy |
30,463
+995
| +3% | +$21.5K | ﹤0.01% | 2407 |
|
2020
Q4 | $533K | Sell |
29,468
-13,048
| -31% | -$236K | ﹤0.01% | 2404 |
|
2020
Q3 | $576K | Buy |
42,516
+19,455
| +84% | +$264K | ﹤0.01% | 2328 |
|
2020
Q2 | $371K | Buy |
23,061
+1,970
| +9% | +$31.7K | ﹤0.01% | 2496 |
|
2020
Q1 | $319K | Buy |
21,091
+1,390
| +7% | +$21K | ﹤0.01% | 2366 |
|
2019
Q4 | $465K | Buy |
19,701
+15,640
| +385% | +$369K | ﹤0.01% | 2423 |
|
2019
Q3 | $85K | Buy |
+4,061
| New | +$85K | ﹤0.01% | 2862 |
|
2018
Q4 | – | Sell |
-1,375
| Closed | -$33K | – | 3024 |
|
2018
Q3 | $33K | Sell |
1,375
-6,105
| -82% | -$147K | ﹤0.01% | 2877 |
|
2018
Q2 | $193K | Buy |
7,480
+375
| +5% | +$9.68K | ﹤0.01% | 2640 |
|
2018
Q1 | $167K | Hold |
7,105
| – | – | ﹤0.01% | 2691 |
|
2017
Q4 | $156K | Sell |
7,105
-6,393
| -47% | -$140K | ﹤0.01% | 2711 |
|
2017
Q3 | $325K | Buy |
13,498
+2,501
| +23% | +$60.2K | ﹤0.01% | 2569 |
|
2017
Q2 | $263K | Sell |
10,997
-2,714
| -20% | -$64.9K | ﹤0.01% | 2629 |
|
2017
Q1 | $288K | Buy |
+13,711
| New | +$288K | ﹤0.01% | 2616 |
|