Charles Schwab’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 |
|
|||||
|
2024
Q1 | $866K | Hold |
|
|||||
|
2023
Q4 | $978K | Buy |
|
|||||
|
2023
Q3 | $717K | Hold |
|
|||||
|
2023
Q2 | $657K | Buy |
|
|||||
|
2023
Q1 | $615K | Sell |
|
|||||
|
2022
Q4 | $754K | Buy |
|
|||||
|
2022
Q3 | $752K | Sell |
|
|||||
|
2022
Q2 | $775K | Sell |
|
|||||
|
2022
Q1 | $724K | Buy |
|
|||||
|
2021
Q4 | $776K | Hold |
|
|||||
|
2021
Q3 | $693K | Hold |
|
|||||
|
2021
Q2 | $622K | Hold |
|
|||||
|
2021
Q1 | $750K | Buy |
|
|||||
|
2020
Q4 | $597K | Hold |
|
|||||
|
2020
Q3 | $401K | Sell |
|
|||||
|
2020
Q2 | $464K | Buy |
|
|||||
|
2020
Q1 | $571K | Buy |
|
|||||
|
2019
Q4 | $714K | Hold |
|
|||||
|
2019
Q3 | $674K | Hold |
|
|||||
|
2019
Q2 | $707K | Buy |
|
|||||
|
2019
Q1 | $669K | Sell |
|
|||||
|
2018
Q4 | $561K | Buy |
|
|||||
|
2018
Q3 | $533K | Hold |
|
|||||
|
2018
Q2 | $616K | Buy |
|
|||||
|
2018
Q1 | $508K | Hold |
|
|||||
|
2017
Q4 | $535K | Sell |
|
|||||
|
2017
Q3 | $557K | Hold |
|
|||||
|
2017
Q2 | $478K | Buy |
|
|||||
|
2017
Q1 | $276K | Hold |
|
|||||
|
2016
Q4 | $353K | Hold |
|
|||||
|
2016
Q3 | $246K | Hold |
|
|||||
|
2016
Q2 | $224K | Buy |
|