Ceeto Capital Group’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
-7,012
Closed -$190K 177
2024
Q1
$190K Hold
7,012
0.08% 151
2023
Q4
$215K Hold
7,012
0.09% 147
2023
Q3
$158K Hold
7,012
0.08% 148
2023
Q2
$145K Hold
7,012
0.07% 149
2023
Q1
$145K Hold
7,012
0.07% 150
2022
Q4
$175K Hold
7,012
0.1% 147
2022
Q3
$189K Hold
7,012
0.11% 142
2022
Q2
$195K Hold
7,012
0.11% 140
2022
Q1
$179K Hold
7,012
0.08% 143
2021
Q4
$192K Hold
7,012
0.08% 143
2021
Q3
$172K Hold
7,012
0.08% 149
2021
Q2
$154K Hold
7,012
0.07% 148
2021
Q1
$186K Buy
+7,012
New +$166K 0.09% 136

Other funds holding SMMF

Ceeto Capital Group's SMMF Position: Q2 2024 in Review

Ceeto Capital Group sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 7,012 shares — an estimated $190K sold.

Ceeto Capital Group first reported a position in SMMF in Q1 2021 and held it in 13 quarters. The position peaked at $215K in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

  • Ceeto Capital Group reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • Ceeto Capital Group sold 7,012 Summit Financial Group, Inc. shares in Q2 2024, an estimated $190K.
  • Ceeto Capital Group first reported a position in Summit Financial Group, Inc. in Q1 2021 and held it in 13 quarters.
  • Ceeto Capital Group's Summit Financial Group, Inc. position peaked at $215K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Ceeto Capital Group's 13F filing for Q2 2024, filed 14 Aug 2024.