AFA
SMMF

AA Financial Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-61,801
Closed -$1.68M 168
2024
Q1
$1.68M Hold
61,801
0.68% 43
2023
Q4
$1.9M Buy
+61,801
New +$1.9M 1.26% 25