Truist Financial’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
19,304
+76
| +0.4% | +$2.57K | ﹤0.01% | 1807 |
|
|
2025
Q1 | $598K | Buy |
19,228
+37
| +0.2% | +$1.15K | ﹤0.01% | 1763 |
|
|
2024
Q4 | $595K | Buy |
19,191
+37
| +0.2% | +$1.15K | ﹤0.01% | 1763 |
|
|
2024
Q3 | $558K | Sell |
19,154
-1,439
| -7% | -$41.9K | ﹤0.01% | 1791 |
|
|
2024
Q2 | $487K | Buy |
20,593
+58
| +0.3% | +$1.37K | ﹤0.01% | 1979 |
|
|
2024
Q1 | $433K | Buy |
20,535
+59
| +0.3% | +$1.24K | ﹤0.01% | 2048 |
|
|
2023
Q4 | $501K | Buy |
20,476
+62
| +0.3% | +$1.52K | ﹤0.01% | 1958 |
|
|
2023
Q3 | $436K | Buy |
20,414
+57
| +0.3% | +$1.22K | ﹤0.01% | 1984 |
|
|
2023
Q2 | $438K | Buy |
20,357
+61
| +0.3% | +$1.31K | ﹤0.01% | 2016 |
|
|
2023
Q1 | $470K | Buy |
20,296
+49
| +0.2% | +$1.13K | ﹤0.01% | 2010 |
|
|
2022
Q4 | $557K | Buy |
20,247
+38
| +0.2% | +$1.05K | ﹤0.01% | 1875 |
|
|
2022
Q3 | $499K | Buy |
20,209
+44
| +0.2% | +$1.09K | ﹤0.01% | 1811 |
|
|
2022
Q2 | $488K | Buy |
20,165
+44
| +0.2% | +$1.07K | ﹤0.01% | 1911 |
|
|
2022
Q1 | $515K | Sell |
20,121
-3,042
| -13% | -$77.9K | ﹤0.01% | 1979 |
|
|
2021
Q4 | $634K | Buy |
23,163
+36
| +0.2% | +$985 | ﹤0.01% | 1869 |
|
|
2021
Q3 | $598K | Buy |
23,127
+39
| +0.2% | +$1.01K | ﹤0.01% | 1882 |
|
|
2021
Q2 | $555K | Buy |
23,088
+42
| +0.2% | +$1.01K | ﹤0.01% | 1957 |
|
|
2021
Q1 | $499K | Buy |
23,046
+46
| +0.2% | +$996 | ﹤0.01% | 1954 |
|
|
2020
Q4 | $417K | Buy |
23,000
+47
| +0.2% | +$852 | ﹤0.01% | 1928 |
|
|
2020
Q3 | $312K | Sell |
22,953
-43
| -0.2% | -$584 | ﹤0.01% | 1974 |
|
|
2020
Q2 | $372K | Buy |
22,996
+53
| +0.2% | +$857 | ﹤0.01% | 1782 |
|
|
2020
Q1 | $349K | Buy |
22,943
+38
| +0.2% | +$578 | ﹤0.01% | 1748 |
|
|
2019
Q4 | $541K | Buy |
+22,905
| New | +$541K | ﹤0.01% | 1786 |
|