Welch Group, LLC Smartfinancial Inc. Transaction History

Welch Group, LLC

$2.22 Billion
Q4 2024

A detailed history of Welch Group, LLC transactions in Smartfinancial Inc. stock. As of the latest transaction made, Welch Group, LLC holds 6,499 shares of SMBK stock, worth $230,779. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,499

Holding current value

$230,779

% of portfolio

0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$28.3 - $36.86 $183,921 - $239,553	6,499 New	6,499 $201,000
Q1 2020 Apr 28, 2020	SELL	$11.9 - $23.6 $77,338 - $153,376	-6,499 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$20.09 - $23.77 $29,130 - $34,466	-1,450 Reduced 18.24%	6,499 $154,000
Q3 2019 Nov 05, 2019	SELL	$18.95 - $22.53 $9,247 - $10,994	-488 Reduced 5.78%	7,949 $166,000
Q2 2019 Jul 11, 2019	SELL	$19.15 - $21.69 $9,134 - $10,346	-477 Reduced 5.35%	8,437 $183,000
Q4 2018 Jan 10, 2019	SELL	$16.98 - $23.85 $9,950 - $13,976	-586 Reduced 6.17%	8,914 $163,000
Q3 2018 Nov 01, 2018	BUY	$23.53 - $27.42 $23,530 - $27,420	1,000 Added 11.76%	9,500 $224,000
Q1 2018 Apr 23, 2018	BUY	$21.03 - $23.7 $178,755 - $201,450	8,500 New	8,500 $200,000

Others Institutions Holding SMBK

# of Institutions

123

Shares Held

9.3M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

1.37M
Shares

$48.5 Million
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

857K
Shares

$30.4 Million
0.0% of portfolio
Dimensional Fund Advisors LP Austin, TX

726K
Shares

$25.8 Million
0.01% of portfolio
Private Capital Management, LLC Naples, FL

558K
Shares

$19.8 Million
1.91% of portfolio
Banc Funds CO LLC Chicago, IL

515K
Shares

$18.3 Million
2.2% of portfolio

View Full List

About SMARTFINANCIAL INC.

Ticker SMBK
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 16,887,600
Market Cap $600M
Description
SmartFinancial, Inc. operates as the bank holding company for SmartBank that provides various financial services to individuals and corporate customers. It operates through Commercial Real Estate, Consumer Real Estate, Construction and Land Development, Commercial and Industrial, and Consumer and Other segments. The company offers noninterest-be...

More about SMBK

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