Silver Oak 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 | $541K | Hold |
16,018
| – | – | 0.04% | 386 |
|
|
2025
Q1 | $500K | Hold |
16,018
| – | – | 0.05% | 375 |
|
|
2024
Q4 | $499K | Hold |
16,018
| – | – | 0.05% | 380 |
|
|
2024
Q3 | $459K | Hold |
16,018
| – | – | 0.05% | 346 |
|
|
2024
Q2 | $379K | Hold |
16,018
| – | – | 0.06% | 255 |
|
|
2024
Q1 | $337K | Hold |
16,018
| – | – | 0.05% | 282 |
|
|
2023
Q4 | $392K | Sell |
16,018
-382
| -2% | -$9.36K | 0.05% | 325 |
|
|
2023
Q3 | $350K | Sell |
16,400
-666
| -4% | -$14.2K | 0.08% | 204 |
|
|
2023
Q2 | $367K | Sell |
17,066
-2,982
| -15% | -$64.1K | 0.06% | 294 |
|
|
2023
Q1 | $464K | Buy |
20,048
+2,982
| +17% | +$69K | 0.08% | 203 |
|
|
2022
Q4 | $469K | Buy |
17,066
+666
| +4% | +$18.3K | 0.09% | 163 |
|
|
2022
Q3 | $350K | Sell |
16,400
-666
| -4% | -$14.2K | 0.08% | 204 |
|
|
2022
Q2 | $415K | Sell |
17,066
-1,260
| -7% | -$30.6K | 0.09% | 149 |
|
|
2022
Q1 | $461K | Buy |
+18,326
| New | +$461K | 0.09% | 170 |
|