SMMF
Barclays’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 |
-24,311
| Closed | -$660K | – | 4400 |
|
|
2024
Q1 | $660K | Sell |
24,311
-7,552
| -24% | -$205K | ﹤0.01% | 2676 |
|
|
2023
Q4 | $978K | Buy |
+31,863
| New | +$978K | ﹤0.01% | 2612 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$1K | – | 4431 |
|
|
2023
Q2 | $1K | Buy |
50
+27
| +117% | +$540 | ﹤0.01% | 4214 |
|
|
2023
Q1 | $0 | Buy |
+23
| New | – | ﹤0.01% | 4480 |
|
|
2021
Q3 | – | Sell |
-12,238
| Closed | -$269K | – | 4200 |
|
|
2021
Q2 | $269K | Sell |
12,238
-7,928
| -39% | -$174K | ﹤0.01% | 2778 |
|
|
2021
Q1 | $536K | Buy |
+20,166
| New | +$536K | ﹤0.01% | 2614 |
|
|
2020
Q3 | – | Sell |
-16,907
| Closed | -$278K | – | 3976 |
|
|
2020
Q2 | $278K | Buy |
+16,907
| New | +$278K | ﹤0.01% | 2642 |
|
|
2020
Q1 | – | Sell |
-13,364
| Closed | -$362K | – | 3987 |
|
|
2019
Q4 | $362K | Buy |
13,364
+7,766
| +139% | +$210K | ﹤0.01% | 2866 |
|
|
2019
Q3 | $143K | Sell |
5,598
-1,780
| -24% | -$45.5K | ﹤0.01% | 3210 |
|
|
2019
Q2 | $197K | Buy |
7,378
+2,818
| +62% | +$75.2K | ﹤0.01% | 3210 |
|
|
2019
Q1 | $121K | Buy |
4,560
+4,242
| +1,334% | +$113K | ﹤0.01% | 3252 |
|
|
2018
Q4 | $6K | Sell |
318
-4,059
| -93% | -$76.6K | ﹤0.01% | 3701 |
|
|
2018
Q3 | $101K | Buy |
4,377
+3,577
| +447% | +$82.5K | ﹤0.01% | 3413 |
|
|
2018
Q2 | $22K | Sell |
800
-1,471
| -65% | -$40.5K | ﹤0.01% | 3605 |
|
|
2018
Q1 | $57K | Buy |
2,271
+547
| +32% | +$13.7K | ﹤0.01% | 3458 |
|
|
2017
Q4 | $45K | Buy |
1,724
+1,472
| +584% | +$38.4K | ﹤0.01% | 3389 |
|
|
2017
Q3 | $6K | Sell |
252
-156
| -38% | -$3.71K | ﹤0.01% | 3614 |
|
|
2017
Q2 | $9K | Buy |
408
+364
| +827% | +$8.03K | ﹤0.01% | 3453 |
|
|
2017
Q1 | $1K | Sell |
44
-50
| -53% | -$1.14K | ﹤0.01% | 3942 |
|
|
2016
Q4 | $3K | Sell |
94
-11
| -10% | -$351 | ﹤0.01% | 3550 |
|
|
2016
Q3 | $2K | Buy |
+105
| New | +$2K | ﹤0.01% | 3646 |
|
|
2016
Q2 | – | Sell |
-42
| Closed | -$1K | – | 3915 |
|
|
2016
Q1 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 3348 |
|