Wells Fargo’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 | $305K | Sell |
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|
2025
Q1 | $297K | Buy |
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|
2024
Q4 | $289K | Buy |
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|
2024
Q3 | $213K | Buy |
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|
2024
Q2 | $165K | Buy |
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|
2024
Q1 | $118K | Buy |
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|
2023
Q4 | $119K | Buy |
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|
2023
Q3 | $83.6K | Sell |
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|
2023
Q2 | $130K | Buy |
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|
2023
Q1 | $63.8K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $250K | Sell |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $56K | Buy |
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|
2021
Q2 | $4K | Sell |
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|
2021
Q1 | $104K | Sell |
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|
2020
Q4 | $627K | Sell |
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|
2020
Q3 | $475K | Sell |
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|
2020
Q2 | $633K | Buy |
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|
2020
Q1 | $455K | Sell |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $580K | Buy |
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|
2019
Q2 | $472K | Sell |
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|
2019
Q1 | $495K | Sell |
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|
2018
Q4 | $634K | Buy |
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|
2018
Q3 | $753K | Buy |
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|
2018
Q2 | $810K | Buy |
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|
2018
Q1 | $304K | Buy |
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|
2017
Q4 | $274K | Buy |
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|
2017
Q3 | $72K | Buy |
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