Cetera Investment Advisers’s Summit Midstream Corporation SMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
14,086
-1,720
| -11% | -$42.2K | ﹤0.01% | 3272 |
|
|
2025
Q1 | $536K | Sell |
15,806
-6,050
| -28% | -$205K | ﹤0.01% | 2787 |
|
|
2024
Q4 | $826K | Buy |
21,856
+3,472
| +19% | +$131K | ﹤0.01% | 2296 |
|
|
2024
Q3 | $644K | Sell |
18,384
-3,243
| -15% | -$114K | ﹤0.01% | 2448 |
|
|
2024
Q2 | $769K | Buy |
21,627
+7,532
| +53% | +$268K | ﹤0.01% | 2263 |
|
|
2024
Q1 | $396K | Buy |
+14,095
| New | +$396K | ﹤0.01% | 2795 |
|