American International Group’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 |
-5,511
| Closed | -$150K | – | 2987 |
|
|
2024
Q1 | $150K | Sell |
5,511
-47
| -0.8% | -$1.28K | ﹤0.01% | 2305 |
|
|
2023
Q4 | $171K | Sell |
5,558
-23
| -0.4% | -$706 | ﹤0.01% | 2249 |
|
|
2023
Q3 | $126K | Buy |
5,581
+199
| +4% | +$4.49K | ﹤0.01% | 2379 |
|
|
2023
Q2 | $111K | Buy |
5,382
+11
| +0.2% | +$227 | ﹤0.01% | 2509 |
|
|
2023
Q1 | $111K | Buy |
5,371
+106
| +2% | +$2.2K | ﹤0.01% | 2409 |
|
|
2022
Q4 | $131K | Sell |
5,265
-19
| -0.4% | -$473 | ﹤0.01% | 2380 |
|
|
2022
Q3 | $142K | Buy |
5,284
+75
| +1% | +$2.02K | ﹤0.01% | 2360 |
|
|
2022
Q2 | $145K | Sell |
5,209
-330
| -6% | -$9.19K | ﹤0.01% | 2381 |
|
|
2022
Q1 | $142K | Sell |
5,539
-503
| -8% | -$12.9K | ﹤0.01% | 2442 |
|
|
2021
Q4 | $166K | Sell |
6,042
-182
| -3% | -$5K | ﹤0.01% | 2467 |
|
|
2021
Q3 | $153K | Sell |
6,224
-147
| -2% | -$3.61K | ﹤0.01% | 2587 |
|
|
2021
Q2 | $140 | Sell |
6,371
-209
| -3% | -$5 | ﹤0.01% | 2732 |
|
|
2021
Q1 | $175 | Buy |
6,580
+17
| +0.3% | – | ﹤0.01% | 2436 |
|
|
2020
Q4 | $145 | Sell |
6,563
-188
| -3% | -$4 | ﹤0.01% | 2460 |
|
|
2020
Q3 | $100K | Sell |
6,751
-154
| -2% | -$2.28K | ﹤0.01% | 2540 |
|
|
2020
Q2 | $114K | Buy |
6,905
+440
| +7% | +$7.26K | ﹤0.01% | 2454 |
|
|
2020
Q1 | $137K | Sell |
6,465
-374
| -5% | -$7.93K | ﹤0.01% | 2125 |
|
|
2019
Q4 | $185K | Sell |
6,839
-58
| -0.8% | -$1.57K | ﹤0.01% | 2275 |
|
|
2019
Q3 | $177K | Sell |
6,897
-138
| -2% | -$3.54K | ﹤0.01% | 2251 |
|
|
2019
Q2 | $189K | Sell |
7,035
-124
| -2% | -$3.33K | ﹤0.01% | 2268 |
|
|
2019
Q1 | $190K | Sell |
7,159
-53
| -0.7% | -$1.41K | ﹤0.01% | 2234 |
|
|
2018
Q4 | $139K | Sell |
7,212
-54
| -0.7% | -$1.04K | ﹤0.01% | 2408 |
|
|
2018
Q3 | $169K | Buy |
7,266
+130
| +2% | +$3.02K | ﹤0.01% | 2535 |
|
|
2018
Q2 | $192K | Buy |
7,136
+186
| +3% | +$5K | ﹤0.01% | 2375 |
|
|
2018
Q1 | $174K | Sell |
6,950
-375
| -5% | -$9.39K | ﹤0.01% | 2348 |
|
|
2017
Q4 | $193K | Buy |
7,325
+35
| +0.5% | +$922 | ﹤0.01% | 2336 |
|
|
2017
Q3 | $187K | Buy |
7,290
+545
| +8% | +$14K | ﹤0.01% | 2330 |
|
|
2017
Q2 | $148K | Buy |
6,745
+1,615
| +31% | +$35.4K | ﹤0.01% | 2469 |
|
|
2017
Q1 | $111K | Buy |
5,130
+341
| +7% | +$7.38K | ﹤0.01% | 2536 |
|
|
2016
Q4 | $132K | Sell |
4,789
-13
| -0.3% | -$358 | ﹤0.01% | 2434 |
|
|
2016
Q3 | $92K | Buy |
4,802
+7
| +0.1% | +$134 | ﹤0.01% | 2655 |
|
|
2016
Q2 | $83.9K | Buy |
+4,795
| New | +$83.9K | ﹤0.01% | 2735 |
|