Empowered Funds’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
-55,908
Closed -$1.52M 1482
2024
Q1
$1.52M Buy
55,908
+4,200
+8% +$114K 0.03% 702
2023
Q4
$1.59M Buy
51,708
+4,608
+10% +$141K 0.04% 600
2023
Q3
$1.06M Buy
47,100
+3,792
+9% +$85.5K 0.03% 650
2023
Q2
$895K Buy
+43,308
New +$895K 0.03% 637