Ameritas Investment Partners’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 |
-955
| Closed | -$25.9K | – | 3296 |
|
|
2024
Q1 | $25.9K | Hold |
955
| – | – | ﹤0.01% | 2459 |
|
|
2023
Q4 | $29.3K | Hold |
955
| – | – | ﹤0.01% | 2411 |
|
|
2023
Q3 | $21.5K | Hold |
955
| – | – | ﹤0.01% | 2506 |
|
|
2023
Q2 | $19.7K | Hold |
955
| – | – | ﹤0.01% | 2571 |
|
|
2023
Q1 | $19.8K | Hold |
955
| – | – | ﹤0.01% | 2473 |
|
|
2022
Q4 | $23.7K | Hold |
955
| – | – | ﹤0.01% | 2495 |
|
|
2022
Q3 | $25K | Hold |
955
| – | – | ﹤0.01% | 2418 |
|
|
2022
Q2 | $26K | Hold |
955
| – | – | ﹤0.01% | 2422 |
|
|
2022
Q1 | $24K | Hold |
955
| – | – | ﹤0.01% | 2481 |
|
|
2021
Q4 | $26K | Hold |
955
| – | – | ﹤0.01% | 2527 |
|
|
2021
Q3 | $23K | Hold |
955
| – | – | ﹤0.01% | 2632 |
|
|
2021
Q2 | $21K | Hold |
955
| – | – | ﹤0.01% | 2720 |
|
|
2021
Q1 | $25K | Hold |
955
| – | – | ﹤0.01% | 2477 |
|
|
2020
Q4 | $21K | Hold |
955
| – | – | ﹤0.01% | 2456 |
|
|
2020
Q3 | $14K | Hold |
955
| – | – | ﹤0.01% | 2575 |
|
|
2020
Q2 | $16K | Hold |
955
| – | – | ﹤0.01% | 2484 |
|
|
2020
Q1 | $20K | Hold |
955
| – | – | ﹤0.01% | 2194 |
|
|
2019
Q4 | $26K | Buy |
955
+306
| +47% | +$8.33K | ﹤0.01% | 2289 |
|
|
2019
Q3 | $17K | Hold |
649
| – | – | ﹤0.01% | 2490 |
|
|
2019
Q2 | $17K | Hold |
649
| – | – | ﹤0.01% | 2546 |
|
|
2019
Q1 | $17K | Hold |
649
| – | – | ﹤0.01% | 2474 |
|
|
2018
Q4 | $13K | Hold |
649
| – | – | ﹤0.01% | 2571 |
|
|
2018
Q3 | $15K | Hold |
649
| – | – | ﹤0.01% | 2667 |
|
|
2018
Q2 | $17K | Hold |
649
| – | – | ﹤0.01% | 2605 |
|
|
2018
Q1 | $16K | Hold |
649
| – | – | ﹤0.01% | 2537 |
|
|
2017
Q4 | $17K | Hold |
649
| – | – | ﹤0.01% | 2519 |
|
|
2017
Q3 | $14K | Hold |
649
| – | – | ﹤0.01% | 2621 |
|
|
2017
Q2 | $14K | Hold |
649
| – | – | ﹤0.01% | 2675 |
|
|
2017
Q1 | $14K | Buy |
+649
| New | +$14K | ﹤0.01% | 2579 |
|