SG Americas Securities’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Sell |
4,623
-3,473
| -43% | -$117K | ﹤0.01% | 2158 |
|
|
2025
Q1 | $252K | Buy |
8,096
+804
| +11% | +$25K | ﹤0.01% | 2110 |
|
|
2024
Q4 | $226K | Buy |
7,292
+1,771
| +32% | +$54.9K | ﹤0.01% | 1797 |
|
|
2024
Q3 | $161K | Buy |
+5,521
| New | +$161K | ﹤0.01% | 2373 |
|
|
2024
Q2 | – | Sell |
-5,845
| Closed | -$123K | – | 2802 |
|
|
2024
Q1 | $123K | Sell |
5,845
-3,071
| -34% | -$64.6K | ﹤0.01% | 2122 |
|
|
2023
Q4 | $218K | Buy |
8,916
+1,474
| +20% | +$36K | ﹤0.01% | 1888 |
|
|
2023
Q3 | $159K | Buy |
+7,442
| New | +$159K | ﹤0.01% | 2235 |
|
|
2023
Q2 | – | Sell |
-5,828
| Closed | -$135K | – | 2722 |
|
|
2023
Q1 | $135K | Sell |
5,828
-797
| -12% | -$18.5K | ﹤0.01% | 2478 |
|
|
2022
Q4 | $182K | Buy |
6,625
+1,798
| +37% | +$49.4K | ﹤0.01% | 2056 |
|
|
2022
Q3 | $119K | Sell |
4,827
-1,278
| -21% | -$31.5K | ﹤0.01% | 2442 |
|
|
2022
Q2 | $147K | Buy |
+6,105
| New | +$147K | ﹤0.01% | 2628 |
|
|
2022
Q1 | – | Sell |
-4,206
| Closed | -$115K | – | 2933 |
|
|
2021
Q4 | $115K | Sell |
4,206
-5,196
| -55% | -$142K | ﹤0.01% | 2714 |
|
|
2021
Q3 | $243K | Buy |
+9,402
| New | +$243K | ﹤0.01% | 2843 |
|
|
2020
Q3 | – | Sell |
-7,514
| Closed | -$122K | – | 2819 |
|
|
2020
Q2 | $122K | Buy |
+7,514
| New | +$122K | ﹤0.01% | 2809 |
|