Buckingham Strategic Wealth’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 |
-10,200
| Closed | -$277K | – | 810 |
|
|
2024
Q1 | $277K | Hold |
10,200
| – | – | ﹤0.01% | 611 |
|
|
2023
Q4 | $313K | Hold |
10,200
| – | – | ﹤0.01% | 561 |
|
|
2023
Q3 | $230K | Hold |
10,200
| – | – | ﹤0.01% | 600 |
|
|
2023
Q2 | $211K | Hold |
10,200
| – | – | ﹤0.01% | 628 |
|
|
2023
Q1 | $254K | Hold |
10,200
| – | – | ﹤0.01% | 514 |
|
|
2022
Q4 | $254K | Hold |
10,200
| – | – | ﹤0.01% | 516 |
|
|
2022
Q3 | $275K | Hold |
10,200
| – | – | 0.01% | 488 |
|
|
2022
Q2 | $283K | Hold |
10,200
| – | – | 0.01% | 478 |
|
|
2022
Q1 | $261K | Hold |
10,200
| – | – | 0.01% | 505 |
|
|
2021
Q4 | $280K | Hold |
10,200
| – | – | 0.01% | 493 |
|
|
2021
Q3 | $250K | Hold |
10,200
| – | – | 0.01% | 510 |
|
|
2021
Q2 | $225K | Hold |
10,200
| – | – | 0.01% | 535 |
|
|
2021
Q1 | $271K | Buy |
10,200
+200
| +2% | +$5.31K | 0.01% | 456 |
|
|
2020
Q4 | $221K | Hold |
10,000
| – | – | 0.01% | 488 |
|
|
2020
Q3 | $148K | Hold |
10,000
| – | – | 0.01% | 457 |
|
|
2020
Q2 | $165K | Hold |
10,000
| – | – | 0.02% | 385 |
|
|
2020
Q1 | $212K | Hold |
10,000
| – | – | 0.02% | 413 |
|
|
2019
Q4 | $271K | Hold |
10,000
| – | – | 0.03% | 380 |
|
|
2019
Q3 | $256K | Hold |
10,000
| – | – | 0.03% | 359 |
|
|
2019
Q2 | $269K | Hold |
10,000
| – | – | 0.03% | 361 |
|
|
2019
Q1 | $265K | Hold |
10,000
| – | – | 0.03% | 338 |
|
|
2018
Q4 | $193K | Hold |
10,000
| – | – | 0.03% | 329 |
|
|
2018
Q3 | $232K | Hold |
10,000
| – | – | 0.04% | 321 |
|
|
2018
Q2 | $268K | Buy |
+10,000
| New | +$268K | 0.04% | 285 |
|