Acadian Asset Management’s Summit Financial Group, Inc. SMMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $490K | Sell |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $2.01M | Buy |
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|
2022
Q3 | $2.09M | Buy |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $856K | Buy |
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|
2021
Q4 | $835K | Hold |
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|
2021
Q3 | $745K | Sell |
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|
2021
Q2 | $676K | Hold |
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|
2021
Q1 | $814K | Buy |
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|
2020
Q4 | $620K | Buy |
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|
2020
Q3 | $402K | Hold |
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|
2020
Q2 | $446K | Sell |
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|
2020
Q1 | $596K | Buy |
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|
2019
Q4 | $729K | Buy |
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|
2019
Q3 | $581K | Buy |
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|
2019
Q2 | $584K | Buy |
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|
2019
Q1 | $105K | Buy |
|