UBS Group’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
14,052
+4,813
| +52% | +$163K | ﹤0.01% | 4884 |
|
|
2025
Q1 | $287K | Sell |
9,239
-1,248
| -12% | -$38.8K | ﹤0.01% | 5065 |
|
|
2024
Q4 | $325K | Buy |
10,487
+482
| +5% | +$14.9K | ﹤0.01% | 4975 |
|
|
2024
Q3 | $292K | Buy |
10,005
+2,067
| +26% | +$60.2K | ﹤0.01% | 4429 |
|
|
2024
Q2 | $188K | Sell |
7,938
-12,644
| -61% | -$299K | ﹤0.01% | 4584 |
|
|
2024
Q1 | $434K | Sell |
20,582
-2,454
| -11% | -$51.7K | ﹤0.01% | 4204 |
|
|
2023
Q4 | $564K | Buy |
23,036
+9,476
| +70% | +$232K | ﹤0.01% | 3887 |
|
|
2023
Q3 | $290K | Sell |
13,560
-705
| -5% | -$15.1K | ﹤0.01% | 3995 |
|
|
2023
Q2 | $307K | Sell |
14,265
-245
| -2% | -$5.27K | ﹤0.01% | 4177 |
|
|
2023
Q1 | $336K | Buy |
14,510
+1,137
| +9% | +$26.3K | ﹤0.01% | 3981 |
|
|
2022
Q4 | $368K | Buy |
13,373
+5,929
| +80% | +$163K | ﹤0.01% | 3923 |
|
|
2022
Q3 | $184K | Sell |
7,444
-1,070
| -13% | -$26.4K | ﹤0.01% | 4136 |
|
|
2022
Q2 | $205K | Sell |
8,514
-3,323
| -28% | -$80K | ﹤0.01% | 3918 |
|
|
2022
Q1 | $303K | Sell |
11,837
-1,264
| -10% | -$32.4K | ﹤0.01% | 4096 |
|
|
2021
Q4 | $358K | Buy |
13,101
+5,359
| +69% | +$146K | ﹤0.01% | 4227 |
|
|
2021
Q3 | $200K | Sell |
7,742
-1,846
| -19% | -$47.7K | ﹤0.01% | 4269 |
|
|
2021
Q2 | $230K | Buy |
9,588
+4,632
| +93% | +$111K | ﹤0.01% | 4234 |
|
|
2021
Q1 | $107K | Sell |
4,956
-740
| -13% | -$16K | ﹤0.01% | 4928 |
|
|
2020
Q4 | $103K | Buy |
5,696
+2,539
| +80% | +$45.9K | ﹤0.01% | 4688 |
|
|
2020
Q3 | $43K | Sell |
3,157
-3,845
| -55% | -$52.4K | ﹤0.01% | 4906 |
|
|
2020
Q2 | $113K | Sell |
7,002
-3,343
| -32% | -$54K | ﹤0.01% | 4391 |
|
|
2020
Q1 | $158K | Sell |
10,345
-8,107
| -44% | -$124K | ﹤0.01% | 4062 |
|
|
2019
Q4 | $436K | Sell |
18,452
-2,744
| -13% | -$64.8K | ﹤0.01% | 4001 |
|
|
2019
Q3 | $441K | Buy |
21,196
+1,869
| +10% | +$38.9K | ﹤0.01% | 3822 |
|
|
2019
Q2 | $419K | Buy |
19,327
+17,968
| +1,322% | +$390K | ﹤0.01% | 3649 |
|
|
2019
Q1 | $26K | Sell |
1,359
-3,452
| -72% | -$66K | ﹤0.01% | 5246 |
|
|
2018
Q4 | $88K | Sell |
4,811
-3,000
| -38% | -$54.9K | ﹤0.01% | 4754 |
|
|
2018
Q3 | $184K | Buy |
7,811
+1,245
| +19% | +$29.3K | ﹤0.01% | 4294 |
|
|
2018
Q2 | $169K | Buy |
6,566
+1,997
| +44% | +$51.4K | ﹤0.01% | 4222 |
|
|
2018
Q1 | $108K | Sell |
4,569
-1,074
| -19% | -$25.4K | ﹤0.01% | 4347 |
|
|
2017
Q4 | $122K | Buy |
5,643
+4,239
| +302% | +$91.6K | ﹤0.01% | 4300 |
|
|
2017
Q3 | $34K | Buy |
1,404
+308
| +28% | +$7.46K | ﹤0.01% | 5177 |
|
|
2017
Q2 | $26K | Buy |
1,096
+1,010
| +1,174% | +$24K | ﹤0.01% | 5179 |
|
|
2017
Q1 | $2K | Buy |
+86
| New | +$2K | ﹤0.01% | 6368 |
|
|
2016
Q4 | – | Sell |
-2,287
| Closed | -$37K | – | 6886 |
|
|
2016
Q3 | $37K | Sell |
2,287
-1,599
| -41% | -$25.9K | ﹤0.01% | 4884 |
|
|
2016
Q2 | $62K | Sell |
3,886
-2,329
| -37% | -$37.2K | ﹤0.01% | 4513 |
|
|
2016
Q1 | $115K | Buy |
6,215
+5,611
| +929% | +$104K | ﹤0.01% | 4134 |
|
|
2015
Q4 | $10K | Buy |
+604
| New | +$10K | ﹤0.01% | 5998 |
|