Axxcess Wealth Management’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-53,192
| Closed | -$1.44M | – | 969 |
|
|
2024
Q1 | $1.44M | Buy |
53,192
+343
| +0.6% | +$9.32K | 0.04% | 304 |
|
|
2023
Q4 | $1.62M | Buy |
52,849
+1,954
| +4% | +$60K | 0.05% | 275 |
|
|
2023
Q3 | $1.15M | Buy |
50,895
+450
| +0.9% | +$10.1K | 0.04% | 295 |
|
|
2023
Q2 | $1.04M | Buy |
50,445
+17,454
| +53% | +$361K | 0.08% | 219 |
|
|
2023
Q1 | $685K | Buy |
32,991
+236
| +0.7% | +$4.9K | 0.05% | 298 |
|
|
2022
Q4 | $815K | Sell |
32,755
-2,973
| -8% | -$74K | 0.07% | 261 |
|
|
2022
Q3 | $963K | Buy |
+35,728
| New | +$963K | 0.09% | 192 |
|