SlateStone Wealth’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Hold |
29,427
| – | – | 0.09% | 154 |
|
|
2025
Q1 | $915K | Sell |
29,427
-4,000
| -12% | -$124K | 0.09% | 156 |
|
|
2024
Q4 | $1.04M | Hold |
33,427
| – | – | 0.1% | 148 |
|
|
2024
Q3 | $974K | Hold |
33,427
| – | – | 0.09% | 159 |
|
|
2024
Q2 | $791K | Sell |
33,427
-500
| -1% | -$11.8K | 0.09% | 166 |
|
|
2024
Q1 | $715K | Buy |
33,927
+500
| +1% | +$10.5K | 0.07% | 177 |
|
|
2023
Q4 | $819K | Buy |
33,427
+11,750
| +54% | +$288K | 0.11% | 132 |
|
|
2023
Q3 | $463K | Buy |
+21,677
| New | +$463K | 0.07% | 159 |
|