BCM
SMMF
BHZ Capital Management’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30,751
| Closed | -$638K | – | 117 |
|
|
2023
Q1 | $638K | Sell |
30,751
-1,862
| -6% | -$38.6K | 0.3% | 66 |
|
|
2022
Q4 | $812K | Hold |
32,613
| – | – | 0.36% | 66 |
|
|
2022
Q3 | $879K | Hold |
32,613
| – | – | 0.37% | 65 |
|
|
2022
Q2 | $906K | Buy |
32,613
+400
| +1% | +$11.1K | 0.37% | 69 |
|
|
2022
Q1 | $824K | Buy |
32,213
+17,017
| +112% | +$435K | 0.28% | 83 |
|
|
2021
Q4 | $417K | Buy |
15,196
+4,414
| +41% | +$121K | 0.14% | 100 |
|
|
2021
Q3 | $264K | Buy |
+10,782
| New | +$264K | 0.09% | 120 |
|
|
2019
Q1 | – | Sell |
-18,844
| Closed | -$364K | – | 149 |
|
|
2018
Q4 | $364K | Sell |
18,844
-7,751
| -29% | -$150K | 0.1% | 113 |
|
|
2018
Q3 | $617K | Sell |
26,595
-524
| -2% | -$12.2K | 0.15% | 105 |
|
|
2018
Q2 | $728K | Sell |
27,119
-10,467
| -28% | -$281K | 0.21% | 91 |
|
|
2018
Q1 | $940K | Sell |
37,586
-7,594
| -17% | -$190K | 0.31% | 80 |
|
|
2017
Q4 | $1.19M | Sell |
45,180
-29,763
| -40% | -$783K | 0.43% | 64 |
|
|
2017
Q3 | $1.92M | Sell |
74,943
-38,425
| -34% | -$986K | 0.63% | 45 |
|
|
2017
Q2 | $2.49M | Buy |
+113,368
| New | +$2.49M | 0.83% | 32 |
|