Concourse Financial Group Securities’s Summit Financial Group, Inc. SMMF Stock Holding History

Concourse Financial Group Securities’s Portfolio SMMF Stock Details SMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-101	Closed	-$2.77K	–	2406
2024 Q1	$2.77K	Hold	101	–	–	﹤0.01%	2000
2023 Q4	$3.1K	Hold	101	–	–	﹤0.01%	1948
2023 Q3	$2.28K	Hold	101	–	–	﹤0.01%	1975
2023 Q2	$2.09K	Buy	+101	New	+$1.99K	﹤0.01%	2013

Other funds holding SMMF

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Concourse Financial Group Securities's SMMF Position: Q2 2024 in Review

Concourse Financial Group Securities sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 101 shares — an estimated $2.77K sold.

Concourse Financial Group Securities first reported a position in SMMF in Q2 2023 and held it in 4 quarters. The position peaked at $3.1K in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Concourse Financial Group Securities reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 101 Summit Financial Group, Inc. shares in Q2 2024, an estimated $2.77K.
Concourse Financial Group Securities first reported a position in Summit Financial Group, Inc. in Q2 2023 and held it in 4 quarters.
Concourse Financial Group Securities's Summit Financial Group, Inc. position peaked at $3.1K in Q4 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Concourse Financial Group Securities's 13F filing for Q2 2024, filed 23 Jul 2024.