Covestor’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
$1K Sell
2023
Q4
$1K Sell
2023
Q3
$2K Sell
2023
Q2
$3K Sell
2023
Q1
$5K Buy
2022
Q4
$2K Buy
2022
Q3
$2K Buy