SMMF
Baird Financial Group’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 |
-9,500
| Closed | -$258K | – | 1851 |
|
|
2024
Q1 | $258K | Hold |
9,500
| – | – | ﹤0.01% | 1606 |
|
|
2023
Q4 | $292K | Hold |
9,500
| – | – | ﹤0.01% | 1528 |
|
|
2023
Q3 | $214K | Buy |
+9,500
| New | +$214K | ﹤0.01% | 1603 |
|
|
2023
Q1 | – | Sell |
-9,514
| Closed | -$236K | – | 1771 |
|
|
2022
Q4 | $236K | Buy |
9,514
+14
| +0.1% | +$347 | ﹤0.01% | 1548 |
|
|
2022
Q3 | $256K | Sell |
9,500
-1
| -0% | -$27 | ﹤0.01% | 1516 |
|
|
2022
Q2 | $264K | Buy |
9,501
+1
| +0% | +$28 | ﹤0.01% | 1602 |
|
|
2022
Q1 | $243K | Hold |
9,500
| – | – | ﹤0.01% | 1700 |
|
|
2021
Q4 | $261K | Hold |
9,500
| – | – | ﹤0.01% | 1728 |
|
|
2021
Q3 | $233K | Hold |
9,500
| – | – | ﹤0.01% | 1757 |
|
|
2021
Q2 | $209K | Hold |
9,500
| – | – | ﹤0.01% | 1684 |
|
|
2021
Q1 | $252K | Hold |
9,500
| – | – | ﹤0.01% | 1572 |
|
|
2020
Q4 | $210K | Buy |
+9,500
| New | +$210K | ﹤0.01% | 1498 |
|