Burney Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $259K | Hold |
|
|||||
|
2023
Q4 | $293K | Hold |
|
|||||
|
2023
Q3 | $215K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $238K | Hold |
|
|||||
|
2022
Q3 | $257K | Hold |
|
|||||
|
2022
Q2 | $265K | Hold |
|
|||||
|
2022
Q1 | $244K | Hold |
|
|||||
|
2021
Q4 | $262K | Hold |
|
|||||
|
2021
Q3 | $234K | Hold |
|
|||||
|
2021
Q2 | $210K | Hold |
|
|||||
|
2021
Q1 | $254K | Hold |
|
|||||
|
2020
Q4 | $211K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $203K | Hold |
|
|||||
|
2019
Q4 | $259K | Hold |
|
|||||
|
2019
Q3 | $244K | Hold |
|
|||||
|
2019
Q2 | $256K | Hold |
|
|||||
|
2019
Q1 | $253K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $222K | Hold |
|
|||||
|
2018
Q2 | $256K | Hold |
|
|||||
|
2018
Q1 | $239K | Hold |
|
|||||
|
2017
Q4 | $251K | Sell |
|
|||||
|
2017
Q3 | $350K | Hold |
|
|||||
|
2017
Q2 | $291K | Hold |
|
|||||
|
2017
Q1 | $284K | Hold |
|
|||||
|
2016
Q4 | $363K | Hold |
|
|||||
|
2016
Q3 | $258K | Hold |
|
|||||
|
2016
Q2 | $231K | Hold |
|
|||||
|
2016
Q1 | $204K | Hold |
|
|||||
|
2015
Q4 | $149K | Hold |
|
|||||
|
2015
Q3 | $155K | Hold |
|
|||||
|
2015
Q2 | $148K | Hold |
|
|||||
|
2015
Q1 | $158K | Hold |
|
|||||
|
2014
Q4 | $157K | Hold |
|
|||||
|
2014
Q3 | $135K | Hold |
|
|||||
|
2014
Q2 | $140K | Hold |
|
|||||
|
2014
Q1 | $135K | Hold |
|
|||||
|
2013
Q4 | $131K | Hold |
|
|||||
|
2013
Q3 | $114K | Buy |
|