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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $224K | Sell |
5,731
-10,505
| -65% | -$415K | ﹤0.01% | 4639 |
|
|
2025
Q4 | $601K | Buy |
16,236
+5,469
| +51% | +$198K | ﹤0.01% | 4353 |
|
|
2025
Q3 | $385K | Buy |
10,767
+1,748
| +19% | +$62.5K | ﹤0.01% | 4487 |
|
|
2025
Q2 | $305K | Sell |
9,019
-524
| -5% | -$16.2K | ﹤0.01% | 4489 |
|
|
2025
Q1 | $297K | Buy |
9,543
+212
| +2% | +$7.05K | ﹤0.01% | 4433 |
|
|
2024
Q4 | $289K | Buy |
9,331
+2,031
| +28% | +$67.2K | ﹤0.01% | 4559 |
|
|
2024
Q3 | $213K | Buy |
7,300
+314
| +4% | +$8.65K | ﹤0.01% | 4528 |
|
|
2024
Q2 | $165K | Buy |
6,986
+1,391
| +25% | +$30.1K | ﹤0.01% | 4633 |
|
|
2024
Q1 | $118K | Buy |
5,595
+720
| +15% | +$15.9K | ﹤0.01% | 4803 |
|
|
2023
Q4 | $119K | Buy |
4,875
+962
| +25% | +$21.3K | ﹤0.01% | 4792 |
|
|
2023
Q3 | $83.6K | Sell |
3,913
-2,128
| -35% | -$49.2K | ﹤0.01% | 4885 |
|
|
2023
Q2 | $130K | Buy |
6,041
+3,282
| +119% | +$71.7K | ﹤0.01% | 4864 |
|
|
2023
Q1 | $63.8K | Buy |
+2,759
| New | +$71.9K | ﹤0.01% | 5038 |
|
|
2022
Q4 | – | Sell |
-40
| Closed | -$1K | – | 7705 |
|
|
2022
Q3 | $1K | Sell |
40
-158
| -80% | -$3.99K | ﹤0.01% | 6452 |
|
|
2022
Q2 | $5K | Sell |
198
-9,545
| -98% | -$237K | ﹤0.01% | 6028 |
|
|
2022
Q1 | $250K | Sell |
9,743
-3,021
| -24% | -$80K | ﹤0.01% | 4858 |
|
|
2021
Q4 | $349K | Buy |
12,764
+10,601
| +490% | +$281K | ﹤0.01% | 4944 |
|
|
2021
Q3 | $56K | Buy |
2,163
+1,982
| +1,095% | +$49K | ﹤0.01% | 5587 |
|
|
2021
Q2 | $4K | Sell |
181
-4,645
| -96% | -$109K | ﹤0.01% | 6412 |
|
|
2021
Q1 | $104K | Sell |
4,826
-29,726
| -86% | -$627K | ﹤0.01% | 5467 |
|
|
2020
Q4 | $627K | Sell |
34,552
-422
| -1% | -$6.95K | ﹤0.01% | 4364 |
|
|
2020
Q3 | $475K | Sell |
34,974
-4,103
| -10% | -$58K | ﹤0.01% | 4380 |
|
|
2020
Q2 | $633K | Buy |
39,077
+9,141
| +31% | +$134K | ﹤0.01% | 4154 |
|
|
2020
Q1 | $455K | Sell |
29,936
-16,913
| -36% | -$332K | ﹤0.01% | 4107 |
|
|
2019
Q4 | $1.11M | Buy |
46,849
+19,020
| +68% | +$419K | ﹤0.01% | 3790 |
|
|
2019
Q3 | $580K | Buy |
27,829
+6,078
| +28% | +$128K | ﹤0.01% | 4264 |
|
|
2019
Q2 | $472K | Sell |
21,751
-4,416
| -17% | -$91.3K | ﹤0.01% | 4418 |
|
|
2019
Q1 | $495K | Sell |
26,167
-8,478
| -24% | -$162K | ﹤0.01% | 4340 |
|
|
2018
Q4 | $634K | Buy |
34,645
+2,673
| +8% | +$55.5K | ﹤0.01% | 4185 |
|
|
2018
Q3 | $753K | Buy |
31,972
+568
| +2% | +$14.1K | ﹤0.01% | 4156 |
|
|
2018
Q2 | $810K | Buy |
31,404
+18,495
| +143% | +$453K | ﹤0.01% | 4133 |
|
|
2018
Q1 | $304K | Buy |
12,909
+314
| +2% | +$7.02K | ﹤0.01% | 4735 |
|
|
2017
Q4 | $274K | Buy |
12,595
+9,618
| +323% | +$221K | ﹤0.01% | 4804 |
|
|
2017
Q3 | $72K | Buy |
+2,977
| New | +$71K | ﹤0.01% | 5351 |
|
Other funds holding SMBK
VCM
PCMF
