Wells Fargo’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
9,019
-524
| -5% | -$17.7K | ﹤0.01% | 4115 |
|
|
2025
Q1 | $297K | Buy |
9,543
+212
| +2% | +$6.59K | ﹤0.01% | 3999 |
|
|
2024
Q4 | $289K | Buy |
9,331
+2,031
| +28% | +$62.9K | ﹤0.01% | 4081 |
|
|
2024
Q3 | $213K | Buy |
7,300
+314
| +4% | +$9.15K | ﹤0.01% | 4143 |
|
|
2024
Q2 | $165K | Buy |
6,986
+1,391
| +25% | +$32.9K | ﹤0.01% | 4278 |
|
|
2024
Q1 | $118K | Buy |
5,595
+720
| +15% | +$15.2K | ﹤0.01% | 4434 |
|
|
2023
Q4 | $119K | Buy |
4,875
+962
| +25% | +$23.6K | ﹤0.01% | 4391 |
|
|
2023
Q3 | $83.6K | Sell |
3,913
-2,128
| -35% | -$45.5K | ﹤0.01% | 4550 |
|
|
2023
Q2 | $130K | Buy |
6,041
+3,282
| +119% | +$70.6K | ﹤0.01% | 4603 |
|
|
2023
Q1 | $63.8K | Buy |
+2,759
| New | +$63.8K | ﹤0.01% | 4753 |
|
|
2022
Q4 | – | Sell |
-40
| Closed | -$1K | – | 7346 |
|
|
2022
Q3 | $1K | Sell |
40
-158
| -80% | -$3.95K | ﹤0.01% | 6119 |
|
|
2022
Q2 | $5K | Sell |
198
-9,545
| -98% | -$241K | ﹤0.01% | 5730 |
|
|
2022
Q1 | $250K | Sell |
9,743
-3,021
| -24% | -$77.5K | ﹤0.01% | 4564 |
|
|
2021
Q4 | $349K | Buy |
12,764
+10,601
| +490% | +$290K | ﹤0.01% | 4608 |
|
|
2021
Q3 | $56K | Buy |
2,163
+1,982
| +1,095% | +$51.3K | ﹤0.01% | 5283 |
|
|
2021
Q2 | $4K | Sell |
181
-4,645
| -96% | -$103K | ﹤0.01% | 6072 |
|
|
2021
Q1 | $104K | Sell |
4,826
-29,726
| -86% | -$641K | ﹤0.01% | 5129 |
|
|
2020
Q4 | $627K | Sell |
34,552
-422
| -1% | -$7.66K | ﹤0.01% | 4288 |
|
|
2020
Q3 | $475K | Sell |
34,974
-4,103
| -10% | -$55.7K | ﹤0.01% | 4269 |
|
|
2020
Q2 | $633K | Buy |
39,077
+9,141
| +31% | +$148K | ﹤0.01% | 4045 |
|
|
2020
Q1 | $455K | Sell |
29,936
-16,913
| -36% | -$257K | ﹤0.01% | 3984 |
|
|
2019
Q4 | $1.11M | Buy |
46,849
+19,020
| +68% | +$450K | ﹤0.01% | 3732 |
|
|
2019
Q3 | $580K | Buy |
27,829
+6,078
| +28% | +$127K | ﹤0.01% | 4163 |
|
|
2019
Q2 | $472K | Sell |
21,751
-4,416
| -17% | -$95.8K | ﹤0.01% | 4304 |
|
|
2019
Q1 | $495K | Sell |
26,167
-8,478
| -24% | -$160K | ﹤0.01% | 4287 |
|
|
2018
Q4 | $634K | Buy |
34,645
+2,673
| +8% | +$48.9K | ﹤0.01% | 4074 |
|
|
2018
Q3 | $753K | Buy |
31,972
+568
| +2% | +$13.4K | ﹤0.01% | 4078 |
|
|
2018
Q2 | $810K | Buy |
31,404
+18,495
| +143% | +$477K | ﹤0.01% | 4061 |
|
|
2018
Q1 | $304K | Buy |
12,909
+314
| +2% | +$7.4K | ﹤0.01% | 4586 |
|
|
2017
Q4 | $274K | Buy |
12,595
+9,618
| +323% | +$209K | ﹤0.01% | 4655 |
|
|
2017
Q3 | $72K | Buy |
+2,977
| New | +$72K | ﹤0.01% | 5097 |
|