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

Empowered Funds’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	-55,908	Closed	-$1.52M	–	1482
2024 Q1	$1.52M	Buy	55,908 +4,200	+8%	+$115K	0.03%	702
2023 Q4	$1.59M	Buy	51,708 +4,608	+10%	+$111K	0.04%	600
2023 Q3	$1.06M	Buy	47,100 +3,792	+9%	+$87.5K	0.03%	650
2023 Q2	$895K	Buy	+43,308	New	+$852K	0.03%	637

Other funds holding SMMF

PFPT

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

Empowered Funds's SMMF Position: Q2 2024 in Review

Empowered Funds sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 55,908 shares — an estimated $1.52M sold.

Empowered Funds first reported a position in SMMF in Q2 2023 and held it in 4 quarters. The position peaked at $1.59M in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Empowered Funds reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Empowered Funds sold 55,908 Summit Financial Group, Inc. shares in Q2 2024, an estimated $1.52M.
Empowered Funds first reported a position in Summit Financial Group, Inc. in Q2 2023 and held it in 4 quarters.
Empowered Funds's Summit Financial Group, Inc. position peaked at $1.59M in Q4 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Empowered Funds's 13F filing for Q2 2024, filed 30 Jul 2024.