CCG
SMMF
Ceeto Capital Group’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$186K | 0.09% | 136 |
|