Tennessee Valley Asset Management Partners’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+6,261
| New | +$211K | 0.05% | 72 |
|
|
2024
Q2 | – | Sell |
-12,296
| Closed | -$259K | – | 157 |
|
|
2024
Q1 | $259K | Sell |
12,296
-12,298
| -50% | -$259K | 0.06% | 115 |
|
|
2023
Q4 | $602K | Buy |
24,594
+11,803
| +92% | +$289K | 0.08% | 99 |
|
|
2023
Q3 | $273K | Buy |
+12,791
| New | +$273K | 0.09% | 92 |
|
|
2022
Q4 | – | Sell |
-8,512
| Closed | -$210K | – | 114 |
|
|
2022
Q3 | $210K | Sell |
8,512
-4,163
| -33% | -$103K | 0.08% | 93 |
|
|
2022
Q2 | $306K | Sell |
12,675
-2,479
| -16% | -$59.8K | 0.12% | 63 |
|
|
2022
Q1 | $388K | Sell |
15,154
-4,750
| -24% | -$122K | 0.13% | 54 |
|
|
2021
Q4 | $545K | Buy |
+19,904
| New | +$545K | 0.18% | 40 |
|
|
2021
Q2 | – | Sell |
-10,000
| Closed | -$217K | – | 92 |
|
|
2021
Q1 | $217K | Hold |
10,000
| – | – | 0.06% | 109 |
|
|
2020
Q4 | $181K | Buy |
+10,000
| New | +$181K | 0.04% | 110 |
|
|
2020
Q3 | – | Sell |
-14,525
| Closed | -$235K | – | 66 |
|
|
2020
Q2 | $235K | Hold |
14,525
| – | – | 0.15% | 54 |
|
|
2020
Q1 | $221K | Hold |
14,525
| – | – | 0.17% | 45 |
|
|
2019
Q4 | $344K | Hold |
14,525
| – | – | 0.22% | 38 |
|
|
2019
Q3 | $303K | Hold |
14,525
| – | – | 0.22% | 42 |
|
|
2019
Q2 | $315K | Sell |
14,525
-2,125
| -13% | -$46.1K | 0.24% | 45 |
|
|
2019
Q1 | $315K | Buy |
+16,650
| New | +$315K | 0.27% | 45 |
|