American Century Companies’s Summit Financial Group, Inc. SMMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-139,090
| Closed | -$3.78M | – | 2996 |
|
|
2024
Q1 | $3.78M | Buy |
139,090
+40,423
| +41% | +$1.1M | ﹤0.01% | 1578 |
|
|
2023
Q4 | $3.03M | Buy |
98,667
+26,901
| +37% | +$826K | ﹤0.01% | 1580 |
|
|
2023
Q3 | $1.62M | Buy |
71,766
+2,724
| +4% | +$61.4K | ﹤0.01% | 1799 |
|
|
2023
Q2 | $1.43M | Hold |
69,042
| – | – | ﹤0.01% | 1791 |
|
|
2023
Q1 | $1.45M | Buy |
69,042
+7,977
| +13% | +$168K | ﹤0.01% | 1729 |
|
|
2022
Q4 | $1.52M | Buy |
61,065
+634
| +1% | +$15.8K | ﹤0.01% | 1650 |
|
|
2022
Q3 | $1.63M | Buy |
60,431
+2,082
| +4% | +$56.1K | ﹤0.01% | 1513 |
|
|
2022
Q2 | $1.62M | Buy |
58,349
+12,213
| +26% | +$339K | ﹤0.01% | 1506 |
|
|
2022
Q1 | $1.18M | Buy |
46,136
+10,218
| +28% | +$262K | ﹤0.01% | 1612 |
|
|
2021
Q4 | $986K | Buy |
35,918
+9,443
| +36% | +$259K | ﹤0.01% | 1658 |
|
|
2021
Q3 | $649K | Buy |
26,475
+3,420
| +15% | +$83.8K | ﹤0.01% | 1782 |
|
|
2021
Q2 | $507K | Buy |
23,055
+6,079
| +36% | +$134K | ﹤0.01% | 1835 |
|
|
2021
Q1 | $451K | Buy |
16,976
+3,694
| +28% | +$98.1K | ﹤0.01% | 1766 |
|
|
2020
Q4 | $293K | Buy |
13,282
+1,763
| +15% | +$38.9K | ﹤0.01% | 1743 |
|
|
2020
Q3 | $171K | Buy |
+11,519
| New | +$171K | ﹤0.01% | 1709 |
|