Smartfinancial shares owned by CWM
Historical chart of CWM investment in Smartfinancial
Tip: Access up to 7 years of quarterly data
All positions including Smartfinancial held by CWM consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Smartfinancial by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $113k | 3.2k | 35.76 |
| 2025-06-30 | $84k | 2.5k | 33.94 |
| 2025-03-31 | $77k | 2.5k | 30.94 |
| 2024-12-31 | $20k | 650 | 30.77 |
| 2024-09-30 | $16k | 560 | 28.57 |
| 2024-06-30 | $7.0k | 313 | 22.36 |
| 2024-03-31 | $11k | 533 | 20.64 |
| 2023-12-31 | $15k | 594 | 25.25 |
| 2023-09-30 | $9.0k | 408 | 22.06 |
| 2023-06-30 | $6.0k | 300 | 20.00 |
| 2023-03-31 | $5.0k | 220 | 22.73 |
| 2022-12-31 | $999 | 53 | 18.87 |