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

AA Financial Advisors’s Portfolio SMMF Stock Details SMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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	+$1.49M	1.26%	25

Other funds holding SMMF

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

AA Financial Advisors's SMMF Position: Q2 2024 in Review

AA Financial Advisors sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 61,801 shares — an estimated $1.68M sold.

AA Financial Advisors first reported a position in SMMF in Q4 2023 and held it in 2 quarters. The position peaked at $1.9M in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

AA Financial Advisors reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
AA Financial Advisors sold 61,801 Summit Financial Group, Inc. shares in Q2 2024, an estimated $1.68M.
AA Financial Advisors first reported a position in Summit Financial Group, Inc. in Q4 2023 and held it in 2 quarters.
AA Financial Advisors's Summit Financial Group, Inc. position peaked at $1.9M in Q4 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on AA Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.