Citigroup’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
Q2
Sell
-2,412
Closed -$65.5K 4984
2024
Q1
$65.5K Buy
2,412
+605
+33% +$16.4K ﹤0.01% 3752
2023
Q4
$55.5K Buy
1,807
+1,691
+1,458% +$51.9K ﹤0.01% 3721
2023
Q3
$2.61K Sell
116
-3,230
-97% -$72.8K ﹤0.01% 4148
2023
Q2
$69.1K Buy
3,346
+3,345
+334,500% +$69.1K ﹤0.01% 3774
2023
Q1
$21 Sell
1
-75
-99% -$1.58K ﹤0.01% 4634
2022
Q4
$1.89K Sell
76
-94
-55% -$2.34K ﹤0.01% 4486
2022
Q3
$5K Sell
170
-641
-79% -$18.9K ﹤0.01% 4472
2022
Q2
$23K Buy
811
+330
+69% +$9.36K ﹤0.01% 4232
2022
Q1
$12K Sell
481
-2,385
-83% -$59.5K ﹤0.01% 4676
2021
Q4
$79K Buy
2,866
+1,444
+102% +$39.8K ﹤0.01% 4081
2021
Q3
$35K Buy
1,422
+829
+140% +$20.4K ﹤0.01% 4205
2021
Q2
$13K Sell
593
-156
-21% -$3.42K ﹤0.01% 4871
2021
Q1
$20K Sell
749
-1,445
-66% -$38.6K ﹤0.01% 4604
2020
Q4
$48K Buy
2,194
+1,651
+304% +$36.1K ﹤0.01% 4126
2020
Q3
$8K Sell
543
-938
-63% -$13.8K ﹤0.01% 4458
2020
Q2
$24K Sell
1,481
-1,645
-53% -$26.7K ﹤0.01% 4148
2020
Q1
$66K Buy
3,126
+935
+43% +$19.7K ﹤0.01% 3575
2019
Q4
$59K Buy
2,191
+682
+45% +$18.4K ﹤0.01% 3860
2019
Q3
$39K Sell
1,509
-1,317
-47% -$34K ﹤0.01% 3898
2019
Q2
$76K Buy
2,826
+55
+2% +$1.48K ﹤0.01% 3809
2019
Q1
$74K Sell
2,771
-171
-6% -$4.57K ﹤0.01% 3779
2018
Q4
$57K Sell
2,942
-72
-2% -$1.4K ﹤0.01% 3830
2018
Q3
$70K Buy
3,014
+206
+7% +$4.78K ﹤0.01% 3846
2018
Q2
$76K Buy
2,808
+338
+14% +$9.15K ﹤0.01% 3613
2018
Q1
$61K Sell
2,470
-1,189
-32% -$29.4K ﹤0.01% 3643
2017
Q4
$96K Buy
3,659
+3,415
+1,400% +$89.6K ﹤0.01% 3437
2017
Q3
$6K Buy
244
+148
+154% +$3.64K ﹤0.01% 4324
2017
Q2
$2K Sell
96
-3,952
-98% -$82.3K ﹤0.01% 4601
2017
Q1
$87K Sell
4,048
-7,337
-64% -$158K ﹤0.01% 3405
2016
Q4
$313K Buy
11,385
+8,504
+295% +$234K ﹤0.01% 3283
2016
Q3
$55K Buy
2,881
+2,053
+248% +$39.2K ﹤0.01% 3686
2016
Q2
$14K Buy
+828
New +$14K ﹤0.01% 4379
2015
Q3
Sell
-25
Closed 5598
2015
Q2
$0 Buy
+25
New ﹤0.01% 5800