Stifel Financial’s SmartFinancial SMBK Stock Holding History

Stifel Financial’s Portfolio SMBK Stock Details SMBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.87M	Hold	55,343	–	–	﹤0.01%	1892
2025 Q1	$1.72M	Hold	55,343	–	–	﹤0.01%	1869
2024 Q4	$1.71M	Sell	55,343 -5,657	-9%	-$175K	﹤0.01%	1887
2024 Q3	$1.78M	Hold	61,000	–	–	﹤0.01%	1855
2024 Q2	$1.44M	Hold	61,000	–	–	﹤0.01%	1943
2024 Q1	$1.29M	Hold	61,000	–	–	﹤0.01%	2034
2023 Q4	$1.49M	Hold	61,000	–	–	﹤0.01%	1873
2023 Q3	$1.3M	Hold	61,000	–	–	﹤0.01%	1864
2023 Q2	$1.31M	Hold	61,000	–	–	﹤0.01%	1906
2023 Q1	$1.41M	Hold	61,000	–	–	﹤0.01%	1800
2022 Q4	$1.68M	Hold	61,000	–	–	﹤0.01%	1656
2022 Q3	$1.51M	Hold	61,000	–	–	﹤0.01%	1662
2022 Q2	$1.47M	Sell	61,000 -643	-1%	-$15.5K	﹤0.01%	1712
2022 Q1	$1.58M	Buy	61,643 +543	+0.9%	+$13.9K	﹤0.01%	1800
2021 Q4	$1.67M	Hold	61,100	–	–	﹤0.01%	1758
2021 Q3	$1.58M	Buy	61,100 +100	+0.2%	+$2.59K	﹤0.01%	1736
2021 Q2	$1.47M	Hold	61,000	–	–	﹤0.01%	1818
2021 Q1	$1.32M	Hold	61,000	–	–	﹤0.01%	1815
2020 Q4	$1.11M	Hold	61,000	–	–	﹤0.01%	1773
2020 Q3	$829K	Hold	61,000	–	–	﹤0.01%	1766
2020 Q2	$987K	Sell	61,000 -5,000	-8%	-$80.9K	﹤0.01%	1572
2020 Q1	$1M	Hold	66,000	–	–	﹤0.01%	1430
2019 Q4	$1.56M	Hold	66,000	–	–	﹤0.01%	1510
2019 Q3	$1.38M	Buy	66,000 +16,000	+32%	+$333K	﹤0.01%	1555
2019 Q2	$1.09M	Sell	50,000 -100	-0.2%	-$2.17K	﹤0.01%	1749
2019 Q1	$948K	Hold	50,100	–	–	﹤0.01%	1683
2018 Q4	$916K	Hold	50,100	–	–	﹤0.01%	1583
2018 Q3	$1.18M	Hold	50,100	–	–	﹤0.01%	1570
2018 Q2	$1.29M	Hold	50,100	–	–	﹤0.01%	1460
2018 Q1	$1.18M	Hold	50,100	–	–	﹤0.01%	1458
2017 Q4	$1.09M	Hold	50,100	–	–	﹤0.01%	1476
2017 Q3	$1.21M	Hold	50,100	–	–	﹤0.01%	1388
2017 Q2	$1.2M	Hold	50,100	–	–	﹤0.01%	1386
2017 Q1	$1.05M	Buy	+50,100	New	+$1.05M	﹤0.01%	1425