Welch 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 | $220K | Hold |
6,499
| – | – | 0.01% | 254 |
|
|
2025
Q1 | $203K | Hold |
6,499
| – | – | 0.01% | 246 |
|
|
2024
Q4 | $202K | Buy |
+6,499
| New | +$202K | 0.01% | 251 |
|
|
2020
Q1 | – | Sell |
-6,499
| Closed | -$154K | – | 172 |
|
|
2019
Q4 | $154K | Sell |
6,499
-1,450
| -18% | -$34.4K | 0.02% | 127 |
|
|
2019
Q3 | $166K | Sell |
7,949
-488
| -6% | -$10.2K | 0.02% | 123 |
|
|
2019
Q2 | $183K | Sell |
8,437
-477
| -5% | -$10.3K | 0.02% | 110 |
|
|
2019
Q1 | $169K | Hold |
8,914
| – | – | 0.02% | 121 |
|
|
2018
Q4 | $163K | Sell |
8,914
-586
| -6% | -$10.7K | 0.02% | 122 |
|
|
2018
Q3 | $224 | Buy |
9,500
+1,000
| +12% | +$24 | 0.02% | 119 |
|
|
2018
Q2 | $219K | Hold |
8,500
| – | – | 0.03% | 106 |
|
|
2018
Q1 | $200K | Buy |
+8,500
| New | +$200K | 0.03% | 107 |
|