SM
Salzhauer Michael’s SmartFinancial SMBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.63M | Sell |
225,903
-13,236
| -6% | -$447K | 4.46% | 5 |
|
|
2025
Q1 | $7.43M | Buy |
239,139
+350
| +0.1% | +$10.9K | 4.54% | 4 |
|
|
2024
Q4 | $7.4M | Hold |
238,789
| – | – | 3.79% | 6 |
|
|
2024
Q3 | $6.96M | Sell |
238,789
-5,000
| -2% | -$146K | 4.26% | 4 |
|
|
2024
Q2 | $5.77M | Buy |
243,789
+322
| +0.1% | +$7.62K | 4.49% | 6 |
|
|
2024
Q1 | $5.13M | Buy |
243,467
+12,700
| +6% | +$268K | 3.92% | 7 |
|
|
2023
Q4 | $5.65M | Sell |
230,767
-2,317
| -1% | -$56.7K | 4.8% | 7 |
|
|
2023
Q3 | $4.98M | Buy |
233,084
+62
| +0% | +$1.33K | 5.3% | 6 |
|
|
2023
Q2 | $5.01M | Buy |
233,022
+2,100
| +0.9% | +$45.2K | 5.23% | 6 |
|
|
2023
Q1 | $5.34M | Buy |
230,922
+5,668
| +3% | +$131K | 4.72% | 6 |
|
|
2022
Q4 | $6.19M | Buy |
225,254
+3,865
| +2% | +$106K | 3.63% | 6 |
|
|
2022
Q3 | $5.47M | Buy |
221,389
+50,522
| +30% | +$1.25M | 3.34% | 6 |
|
|
2022
Q2 | $4.13M | Buy |
170,867
+27,340
| +19% | +$661K | 2.48% | 7 |
|
|
2022
Q1 | $3.67M | Buy |
143,527
+4,914
| +4% | +$126K | 1.62% | 11 |
|
|
2021
Q4 | $3.79M | Buy |
138,613
+27,897
| +25% | +$763K | 1.44% | 13 |
|
|
2021
Q3 | $2.86M | Buy |
110,716
+9,004
| +9% | +$233K | 1.17% | 16 |
|
|
2021
Q2 | $2.44M | Buy |
101,712
+11,907
| +13% | +$286K | 1.07% | 16 |
|
|
2021
Q1 | $1.95M | Buy |
89,805
+11,305
| +14% | +$245K | 1% | 19 |
|
|
2020
Q4 | $1.42M | Buy |
78,500
+9,168
| +13% | +$166K | 1.01% | 20 |
|
|
2020
Q3 | $942K | Buy |
69,332
+4,529
| +7% | +$61.5K | 1.05% | 20 |
|
|
2020
Q2 | $1.05M | Buy |
64,803
+11,132
| +21% | +$180K | 1.37% | 19 |
|
|
2020
Q1 | $816K | Hold |
53,671
| – | – | 1.39% | 22 |
|
|
2019
Q4 | $1.27M | Hold |
53,671
| – | – | 0.58% | 35 |
|
|
2019
Q3 | $1.12M | Hold |
53,671
| – | – | 0.58% | 37 |
|
|
2019
Q2 | $1.16M | Hold |
53,671
| – | – | 0.53% | 36 |
|
|
2019
Q1 | $1.02M | Buy |
53,671
+24,853
| +86% | +$470K | 0.5% | 37 |
|
|
2018
Q4 | $527K | Buy |
28,818
+15,000
| +109% | +$274K | 0.29% | 63 |
|
|
2018
Q3 | $325K | Hold |
13,818
| – | – | 0.12% | 107 |
|
|
2018
Q2 | $356K | Hold |
13,818
| – | – | 0.13% | 105 |
|
|
2018
Q1 | $326K | Buy |
+13,818
| New | +$326K | 0.12% | 104 |
|
|
2017
Q4 | – | Sell |
-16,655
| Closed | -$401K | – | 144 |
|
|
2017
Q3 | $401K | Buy |
+16,655
| New | +$401K | 0.17% | 90 |
|
|
2017
Q1 | – | Sell |
-15,000
| Closed | -$278K | – | 141 |
|
|
2016
Q4 | $278K | Buy |
+15,000
| New | +$278K | 0.14% | 100 |
|