Deutsche Bank’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 |
-3,857
| Closed | -$105K | – | 3701 |
|
|
2024
Q1 | $105K | Hold |
3,857
| – | – | ﹤0.01% | 3107 |
|
|
2023
Q4 | $118K | Hold |
3,857
| – | – | ﹤0.01% | 3095 |
|
|
2023
Q3 | $86.9K | Sell |
3,857
-3,977
| -51% | -$89.6K | ﹤0.01% | 3196 |
|
|
2023
Q2 | $162K | Buy |
7,834
+908
| +13% | +$18.8K | ﹤0.01% | 3007 |
|
|
2023
Q1 | $144K | Buy |
6,926
+2,192
| +46% | +$45.5K | ﹤0.01% | 3164 |
|
|
2022
Q4 | $118K | Buy |
4,734
+74
| +2% | +$1.84K | ﹤0.01% | 3239 |
|
|
2022
Q3 | $126K | Sell |
4,660
-744
| -14% | -$20.1K | ﹤0.01% | 3184 |
|
|
2022
Q2 | $150K | Sell |
5,404
-765
| -12% | -$21.2K | ﹤0.01% | 3302 |
|
|
2022
Q1 | $158K | Sell |
6,169
-738
| -11% | -$18.9K | ﹤0.01% | 3358 |
|
|
2021
Q4 | $190K | Buy |
6,907
+364
| +6% | +$10K | ﹤0.01% | 3376 |
|
|
2021
Q3 | $160K | Sell |
6,543
-576
| -8% | -$14.1K | ﹤0.01% | 3641 |
|
|
2021
Q2 | $157K | Sell |
7,119
-226
| -3% | -$4.98K | ﹤0.01% | 3866 |
|
|
2021
Q1 | $195K | Sell |
7,345
-684
| -9% | -$18.2K | ﹤0.01% | 3615 |
|
|
2020
Q4 | $177K | Buy |
8,029
+2,284
| +40% | +$50.4K | ﹤0.01% | 3479 |
|
|
2020
Q3 | $85K | Buy |
5,745
+548
| +11% | +$8.11K | ﹤0.01% | 3573 |
|
|
2020
Q2 | $86K | Buy |
5,197
+1,774
| +52% | +$29.4K | ﹤0.01% | 3473 |
|
|
2020
Q1 | $73K | Sell |
3,423
-1,021
| -23% | -$21.8K | ﹤0.01% | 3320 |
|
|
2019
Q4 | $119K | Sell |
4,444
-212
| -5% | -$5.68K | ﹤0.01% | 3438 |
|
|
2019
Q3 | $118K | Sell |
4,656
-8,743
| -65% | -$222K | ﹤0.01% | 3407 |
|
|
2019
Q2 | $358K | Sell |
13,399
-8,880
| -40% | -$237K | ﹤0.01% | 3444 |
|
|
2019
Q1 | $589K | Buy |
22,279
+7,567
| +51% | +$200K | ﹤0.01% | 3310 |
|
|
2018
Q4 | $283K | Sell |
14,712
-31,016
| -68% | -$597K | ﹤0.01% | 3606 |
|
|
2018
Q3 | $1.06M | Sell |
45,728
-3,156
| -6% | -$73.2K | ﹤0.01% | 3263 |
|
|
2018
Q2 | $1.31M | Sell |
48,884
-6,272
| -11% | -$168K | ﹤0.01% | 3217 |
|
|
2018
Q1 | $1.38M | Sell |
55,156
-9,430
| -15% | -$235K | ﹤0.01% | 3093 |
|
|
2017
Q4 | $1.7M | Buy |
64,586
+11,433
| +22% | +$301K | ﹤0.01% | 2799 |
|
|
2017
Q3 | $1.36M | Buy |
53,153
+16,815
| +46% | +$431K | ﹤0.01% | 2763 |
|
|
2017
Q2 | $799K | Buy |
36,338
+15,742
| +76% | +$346K | ﹤0.01% | 3118 |
|
|
2017
Q1 | $442K | Buy |
20,596
+7,479
| +57% | +$161K | ﹤0.01% | 3062 |
|
|
2016
Q4 | $359K | Buy |
13,117
+11,564
| +745% | +$316K | ﹤0.01% | 3266 |
|
|
2016
Q3 | $28K | Sell |
1,553
-10,378
| -87% | -$187K | ﹤0.01% | 4109 |
|
|
2016
Q2 | $208K | Buy |
11,931
+5,321
| +80% | +$92.8K | ﹤0.01% | 3634 |
|
|
2016
Q1 | $101K | Buy |
+6,610
| New | +$101K | ﹤0.01% | 3840 |
|