Bank of America’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 |
-8,378
| Closed | -$228K | – | 7469 |
|
|
2024
Q1 | $228K | Sell |
8,378
-9,133
| -52% | -$248K | ﹤0.01% | 4986 |
|
|
2023
Q4 | $537K | Buy |
17,511
+1,833
| +12% | +$56.3K | ﹤0.01% | 4570 |
|
|
2023
Q3 | $353K | Sell |
15,678
-7,773
| -33% | -$175K | ﹤0.01% | 4710 |
|
|
2023
Q2 | $484K | Buy |
23,451
+4,798
| +26% | +$99.1K | ﹤0.01% | 4504 |
|
|
2023
Q1 | $387K | Sell |
18,653
-1,675
| -8% | -$34.8K | ﹤0.01% | 4782 |
|
|
2022
Q4 | $506K | Buy |
20,328
+4,391
| +28% | +$109K | ﹤0.01% | 4677 |
|
|
2022
Q3 | $429K | Buy |
15,937
+4,271
| +37% | +$115K | ﹤0.01% | 4767 |
|
|
2022
Q2 | $324K | Buy |
11,666
+448
| +4% | +$12.4K | ﹤0.01% | 5020 |
|
|
2022
Q1 | $287K | Sell |
11,218
-4,579
| -29% | -$117K | ﹤0.01% | 5486 |
|
|
2021
Q4 | $434K | Buy |
15,797
+3,112
| +25% | +$85.5K | ﹤0.01% | 5222 |
|
|
2021
Q3 | $311K | Sell |
12,685
-964
| -7% | -$23.6K | ﹤0.01% | 5169 |
|
|
2021
Q2 | $300K | Sell |
13,649
-6,683
| -33% | -$147K | ﹤0.01% | 5059 |
|
|
2021
Q1 | $540K | Buy |
20,332
+7,784
| +62% | +$207K | ﹤0.01% | 4686 |
|
|
2020
Q4 | $277K | Buy |
12,548
+2,633
| +27% | +$58.1K | ﹤0.01% | 4682 |
|
|
2020
Q3 | $146K | Sell |
9,915
-1,802
| -15% | -$26.5K | ﹤0.01% | 4870 |
|
|
2020
Q2 | $193K | Buy |
11,717
+4,759
| +68% | +$78.4K | ﹤0.01% | 4729 |
|
|
2020
Q1 | $147K | Sell |
6,958
-3,783
| -35% | -$79.9K | ﹤0.01% | 4718 |
|
|
2019
Q4 | $291K | Sell |
10,741
-7
| -0.1% | -$190 | ﹤0.01% | 4626 |
|
|
2019
Q3 | $275K | Buy |
10,748
+1,240
| +13% | +$31.7K | ﹤0.01% | 4696 |
|
|
2019
Q2 | $256K | Buy |
9,508
+1,957
| +26% | +$52.7K | ﹤0.01% | 4760 |
|
|
2019
Q1 | $200K | Sell |
7,551
-4,275
| -36% | -$113K | ﹤0.01% | 4806 |
|
|
2018
Q4 | $228K | Buy |
11,826
+3,399
| +40% | +$65.5K | ﹤0.01% | 4728 |
|
|
2018
Q3 | $196K | Buy |
8,427
+2,444
| +41% | +$56.8K | ﹤0.01% | 4788 |
|
|
2018
Q2 | $160K | Buy |
5,983
+815
| +16% | +$21.8K | ﹤0.01% | 4831 |
|
|
2018
Q1 | $129K | Sell |
5,168
-674
| -12% | -$16.8K | ﹤0.01% | 4885 |
|
|
2017
Q4 | $153K | Buy |
5,842
+1,193
| +26% | +$31.2K | ﹤0.01% | 4766 |
|
|
2017
Q3 | $119K | Buy |
4,649
+558
| +14% | +$14.3K | ﹤0.01% | 4835 |
|
|
2017
Q2 | $90K | Sell |
4,091
-1,473
| -26% | -$32.4K | ﹤0.01% | 4898 |
|
|
2017
Q1 | $120K | Buy |
5,564
+332
| +6% | +$7.16K | ﹤0.01% | 4818 |
|
|
2016
Q4 | $144K | Buy |
5,232
+798
| +18% | +$22K | ﹤0.01% | 4712 |
|
|
2016
Q3 | $85K | Buy |
4,434
+189
| +4% | +$3.62K | ﹤0.01% | 4751 |
|
|
2016
Q2 | $75K | Buy |
4,245
+157
| +4% | +$2.77K | ﹤0.01% | 4881 |
|
|
2016
Q1 | $63K | Hold |
4,088
| – | – | ﹤0.01% | 4882 |
|
|
2015
Q4 | $49K | Hold |
4,088
| – | – | ﹤0.01% | 5075 |
|
|
2015
Q3 | $48K | Hold |
4,088
| – | – | ﹤0.01% | 4964 |
|
|
2015
Q2 | $46K | Hold |
4,088
| – | – | ﹤0.01% | 4980 |
|
|
2015
Q1 | $49K | Sell |
4,088
-4
| -0.1% | -$48 | ﹤0.01% | 4693 |
|
|
2014
Q4 | $48K | Buy |
4,092
+4
| +0.1% | +$47 | ﹤0.01% | 4881 |
|
|
2014
Q3 | $42K | Hold |
4,088
| – | – | ﹤0.01% | 4938 |
|
|
2014
Q2 | $43K | Hold |
4,088
| – | – | ﹤0.01% | 5076 |
|
|
2014
Q1 | $42K | Sell |
4,088
-26
| -0.6% | -$267 | ﹤0.01% | 4844 |
|
|
2013
Q4 | $41K | Buy |
+4,114
| New | +$41K | ﹤0.01% | 4932 |
|
|
2013
Q3 | – | Sell |
-2
| Closed | – | – | 6094 |
|
|
2013
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 6024 |
|