Baird Financial Group’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
Q2 | – | Sell |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $243K | Hold |
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|
2021
Q4 | $261K | Hold |
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|
2021
Q3 | $233K | Hold |
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|
2021
Q2 | $209K | Hold |
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|
2021
Q1 | $252K | Hold |
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|
2020
Q4 | $210K | Buy |
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