Truist Financial’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $562K | Buy |
14,368
+24
| +0.2% | +$949 | ﹤0.01% | 2015 |
|
|
2025
Q4 | $531K | Sell |
14,344
-4,997
| -26% | -$181K | ﹤0.01% | 2014 |
|
|
2025
Q3 | $691K | Buy |
19,341
+37
| +0.2% | +$1.32K | ﹤0.01% | 1851 |
|
|
2025
Q2 | $652K | Buy |
19,304
+76
| +0.4% | +$2.35K | ﹤0.01% | 1823 |
|
|
2025
Q1 | $598K | Buy |
19,228
+37
| +0.2% | +$1.23K | ﹤0.01% | 1776 |
|
|
2024
Q4 | $595K | Buy |
19,191
+37
| +0.2% | +$1.22K | ﹤0.01% | 1774 |
|
|
2024
Q3 | $558K | Sell |
19,154
-1,439
| -7% | -$39.6K | ﹤0.01% | 1801 |
|
|
2024
Q2 | $487K | Buy |
20,593
+58
| +0.3% | +$1.25K | ﹤0.01% | 1988 |
|
|
2024
Q1 | $433K | Buy |
20,535
+59
| +0.3% | +$1.3K | ﹤0.01% | 2056 |
|
|
2023
Q4 | $501K | Buy |
20,476
+62
| +0.3% | +$1.37K | ﹤0.01% | 1965 |
|
|
2023
Q3 | $436K | Buy |
20,414
+57
| +0.3% | +$1.32K | ﹤0.01% | 1991 |
|
|
2023
Q2 | $438K | Buy |
20,357
+61
| +0.3% | +$1.33K | ﹤0.01% | 2023 |
|
|
2023
Q1 | $470K | Buy |
20,296
+49
| +0.2% | +$1.28K | ﹤0.01% | 2019 |
|
|
2022
Q4 | $557K | Buy |
20,247
+38
| +0.2% | +$1.07K | ﹤0.01% | 1881 |
|
|
2022
Q3 | $499K | Buy |
20,209
+44
| +0.2% | +$1.11K | ﹤0.01% | 1817 |
|
|
2022
Q2 | $488K | Buy |
20,165
+44
| +0.2% | +$1.09K | ﹤0.01% | 1918 |
|
|
2022
Q1 | $515K | Sell |
20,121
-3,042
| -13% | -$80.5K | ﹤0.01% | 1986 |
|
|
2021
Q4 | $634K | Buy |
23,163
+36
| +0.2% | +$954 | ﹤0.01% | 1888 |
|
|
2021
Q3 | $598K | Buy |
23,127
+39
| +0.2% | +$963 | ﹤0.01% | 1899 |
|
|
2021
Q2 | $555K | Buy |
23,088
+42
| +0.2% | +$989 | ﹤0.01% | 1972 |
|
|
2021
Q1 | $499K | Buy |
23,046
+46
| +0.2% | +$971 | ﹤0.01% | 1968 |
|
|
2020
Q4 | $417K | Buy |
23,000
+47
| +0.2% | +$774 | ﹤0.01% | 1947 |
|
|
2020
Q3 | $312K | Sell |
22,953
-43
| -0.2% | -$608 | ﹤0.01% | 1998 |
|
|
2020
Q2 | $372K | Buy |
22,996
+53
| +0.2% | +$775 | ﹤0.01% | 1793 |
|
|
2020
Q1 | $349K | Buy |
22,943
+38
| +0.2% | +$746 | ﹤0.01% | 1769 |
|
|
2019
Q4 | $541K | Buy |
+22,905
| New | +$504K | ﹤0.01% | 1805 |
|
Other funds holding SMBK
VCM
PCMF
