BHZ Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
|
|||||
2023
Q1 | $638K | Sell |
|
|||||
2022
Q4 | $812K | Hold |
|
|||||
2022
Q3 | $879K | Hold |
|
|||||
2022
Q2 | $906K | Buy |
|
|||||
2022
Q1 | $824K | Buy |
|
|||||
2021
Q4 | $417K | Buy |
|
|||||
2021
Q3 | $264K | Buy |
|
|||||
2019
Q1 | – | Sell |
|
|||||
2018
Q4 | $364K | Sell |
|
|||||
2018
Q3 | $617K | Sell |
|
|||||
2018
Q2 | $728K | Sell |
|
|||||
2018
Q1 | $940K | Sell |
|
|||||
2017
Q4 | $1.19M | Sell |
|
|||||
2017
Q3 | $1.92M | Sell |
|
|||||
2017
Q2 | $2.49M | Buy |
|