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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $502K | Sell |
12,838
-2,160
| -14% | -$85.4K | ﹤0.01% | 6083 |
|
|
2025
Q4 | $555K | Buy |
14,998
+1,955
| +15% | +$70.8K | ﹤0.01% | 6011 |
|
|
2025
Q3 | $466K | Sell |
13,043
-1,009
| -7% | -$36.1K | ﹤0.01% | 6147 |
|
|
2025
Q2 | $475K | Buy |
14,052
+4,813
| +52% | +$149K | ﹤0.01% | 6054 |
|
|
2025
Q1 | $287K | Sell |
9,239
-1,248
| -12% | -$41.5K | ﹤0.01% | 6285 |
|
|
2024
Q4 | $325K | Buy |
10,487
+482
| +5% | +$15.9K | ﹤0.01% | 6146 |
|
|
2024
Q3 | $292K | Buy |
10,005
+2,067
| +26% | +$56.9K | ﹤0.01% | 5590 |
|
|
2024
Q2 | $188K | Sell |
7,938
-12,644
| -61% | -$274K | ﹤0.01% | 5701 |
|
|
2024
Q1 | $434K | Sell |
20,582
-2,454
| -11% | -$54.2K | ﹤0.01% | 5315 |
|
|
2023
Q4 | $564K | Buy |
23,036
+9,476
| +70% | +$210K | ﹤0.01% | 5012 |
|
|
2023
Q3 | $290K | Sell |
13,560
-705
| -5% | -$16.3K | ﹤0.01% | 5079 |
|
|
2023
Q2 | $307K | Sell |
14,265
-245
| -2% | -$5.35K | ﹤0.01% | 5196 |
|
|
2023
Q1 | $336K | Buy |
14,510
+1,137
| +9% | +$29.6K | ﹤0.01% | 4995 |
|
|
2022
Q4 | $368K | Buy |
13,373
+5,929
| +80% | +$167K | ﹤0.01% | 4955 |
|
|
2022
Q3 | $184K | Sell |
7,444
-1,070
| -13% | -$27K | ﹤0.01% | 5163 |
|
|
2022
Q2 | $205K | Sell |
8,514
-3,323
| -28% | -$82.6K | ﹤0.01% | 4889 |
|
|
2022
Q1 | $303K | Sell |
11,837
-1,264
| -10% | -$33.5K | ﹤0.01% | 5057 |
|
|
2021
Q4 | $358K | Buy |
13,101
+5,359
| +69% | +$142K | ﹤0.01% | 5245 |
|
|
2021
Q3 | $200K | Sell |
7,742
-1,846
| -19% | -$45.6K | ﹤0.01% | 5312 |
|
|
2021
Q2 | $230K | Buy |
9,588
+4,632
| +93% | +$109K | ﹤0.01% | 5245 |
|
|
2021
Q1 | $107K | Sell |
4,956
-740
| -13% | -$15.6K | ﹤0.01% | 5913 |
|
|
2020
Q4 | $103K | Buy |
5,696
+2,539
| +80% | +$41.8K | ﹤0.01% | 5671 |
|
|
2020
Q3 | $43K | Sell |
3,157
-3,845
| -55% | -$54.4K | ﹤0.01% | 5759 |
|
|
2020
Q2 | $113K | Sell |
7,002
-3,343
| -32% | -$48.9K | ﹤0.01% | 5207 |
|
|
2020
Q1 | $158K | Sell |
10,345
-8,107
| -44% | -$159K | ﹤0.01% | 4902 |
|
|
2019
Q4 | $436K | Sell |
18,452
-2,744
| -13% | -$60.4K | ﹤0.01% | 4957 |
|
|
2019
Q3 | $441K | Buy |
21,196
+1,869
| +10% | +$39.4K | ﹤0.01% | 4668 |
|
|
2019
Q2 | $419K | Buy |
19,327
+17,968
| +1,322% | +$372K | ﹤0.01% | 4419 |
|
|
2019
Q1 | $26K | Sell |
1,359
-3,452
| -72% | -$65.9K | ﹤0.01% | 6070 |
|
|
2018
Q4 | $88K | Sell |
4,811
-3,000
| -38% | -$62.2K | ﹤0.01% | 5637 |
|
|
2018
Q3 | $184K | Buy |
7,811
+1,245
| +19% | +$31K | ﹤0.01% | 5131 |
|
|
2018
Q2 | $169K | Buy |
6,566
+1,997
| +44% | +$48.9K | ﹤0.01% | 5080 |
|
|
2018
Q1 | $108K | Sell |
4,569
-1,074
| -19% | -$24K | ﹤0.01% | 5175 |
|
|
2017
Q4 | $122K | Buy |
5,643
+4,239
| +302% | +$97.6K | ﹤0.01% | 5223 |
|
|
2017
Q3 | $34K | Buy |
1,404
+308
| +28% | +$7.35K | ﹤0.01% | 6073 |
|
|
2017
Q2 | $26K | Buy |
1,096
+1,010
| +1,174% | +$23.1K | ﹤0.01% | 6115 |
|
|
2017
Q1 | $2K | Buy |
+86
| New | +$1.8K | ﹤0.01% | 7302 |
|
|
2016
Q4 | – | Sell |
-2,287
| Closed | -$37K | – | 8014 |
|
|
2016
Q3 | $37K | Sell |
2,287
-1,599
| -41% | -$25.2K | ﹤0.01% | 5754 |
|
|
2016
Q2 | $62K | Sell |
3,886
-2,329
| -37% | -$38K | ﹤0.01% | 5360 |
|
|
2016
Q1 | $115K | Buy |
6,215
+5,611
| +929% | +$89.5K | ﹤0.01% | 4870 |
|
|
2015
Q4 | $10K | Buy |
+604
| New | +$9.57K | ﹤0.01% | 7287 |
|
Other funds holding SMBK
VCM
PCMF
