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

Covestor’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	-40	Closed	-$1K	–	2900
2024 Q1	$1K	Sell	40 -7	-15%	-$192	﹤0.01%	2169
2023 Q4	$1K	Sell	47 -56	-54%	-$1.35K	﹤0.01%	2069
2023 Q3	$2K	Sell	103 -32	-24%	-$738	﹤0.01%	1867
2023 Q2	$3K	Sell	135 -84	-38%	-$1.65K	﹤0.01%	1788
2023 Q1	$5K	Buy	219 +131	+149%	+$3.19K	﹤0.01%	1583
2022 Q4	$2K	Buy	88 +26	+42%	+$717	﹤0.01%	1823
2022 Q3	$2K	Buy	+62	New	+$1.77K	﹤0.01%	1761

Other funds holding SMMF

PFPT

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

Covestor's SMMF Position: Q2 2024 in Review

Covestor sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 40 shares — an estimated $1K sold.

Covestor first reported a position in SMMF in Q3 2022 and held it in 7 quarters. The position peaked at $5K in Q1 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Covestor reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Covestor sold 40 Summit Financial Group, Inc. shares in Q2 2024, an estimated $1K.
Covestor first reported a position in Summit Financial Group, Inc. in Q3 2022 and held it in 7 quarters.
Covestor's Summit Financial Group, Inc. position peaked at $5K in Q1 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Covestor's 13F filing for Q2 2024, filed 9 Aug 2024.