Boothbay Fund Management’s Summit Financial Group, Inc. SMMF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-75,152
Closed -$2.04M 1760
2024
Q1
$2.04M Buy
75,152
+13,829
+23% +$376K 0.04% 422
2023
Q4
$1.88M Buy
61,323
+400
+0.7% +$12.3K 0.05% 423
2023
Q3
$1.37M Buy
+60,923
New +$1.37M 0.03% 518