UBS Group’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $325K | Buy |
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | $188K | Sell |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $564K | Buy |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $336K | Buy |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $184K | Sell |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $303K | Sell |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $200K | Sell |
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|
2021
Q2 | $230K | Buy |
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|
2021
Q1 | $107K | Sell |
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|
2020
Q4 | $103K | Buy |
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|
2020
Q3 | $43K | Sell |
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|
2020
Q2 | $113K | Sell |
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|
2020
Q1 | $158K | Sell |
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|
2019
Q4 | $436K | Sell |
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|
2019
Q3 | $441K | Buy |
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|
2019
Q2 | $419K | Buy |
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|
2019
Q1 | $26K | Sell |
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|
2018
Q4 | $88K | Sell |
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|
2018
Q3 | $184K | Buy |
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|
2018
Q2 | $169K | Buy |
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|
2018
Q1 | $108K | Sell |
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|
2017
Q4 | $122K | Buy |
|
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|
2017
Q3 | $34K | Buy |
|
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|
2017
Q2 | $26K | Buy |
|
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|
2017
Q1 | $2K | Buy |
|
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $37K | Sell |
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|
2016
Q2 | $62K | Sell |
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|
2016
Q1 | $115K | Buy |
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|
2015
Q4 | $10K | Buy |
|