Cerity Partners’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 Q1	–	Sell	-7,750	Closed	-$238K	–	2366
2023 Q4	$238K	Buy	+7,750	New	+$238K	﹤0.01%	1635
2023 Q1	–	Sell	-10,000	Closed	-$249K	–	1896
2022 Q4	$249K	Buy	+10,000	New	+$249K	﹤0.01%	1229