CAPTRUST Financial Advisors’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
2022 Q3	–	Sell	-1,386	Closed	-$39K	–	4319
2022 Q2	$39K	Sell	1,386 -45	-3%	-$1.27K	﹤0.01%	2955
2022 Q1	$37K	Sell	1,431 -101	-7%	-$2.61K	﹤0.01%	3005
2021 Q4	$42K	Sell	1,532 -241	-14%	-$6.61K	﹤0.01%	2799
2021 Q3	$43K	Buy	+1,773	New	+$43K	﹤0.01%	2683