Fidelity Investments’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-999
| Closed | -$27.1K | – | 5735 |
|
|
2024
Q1 | $27.1K | Buy |
999
+28
| +3% | +$760 | ﹤0.01% | 3880 |
|
|
2023
Q4 | $29.8K | Sell |
971
-19
| -2% | -$583 | ﹤0.01% | 3749 |
|
|
2023
Q3 | $22.3K | Sell |
990
-6
| -0.6% | -$135 | ﹤0.01% | 3752 |
|
|
2023
Q2 | $20.6K | Sell |
996
-745
| -43% | -$15.4K | ﹤0.01% | 3842 |
|
|
2023
Q1 | $36.1K | Buy |
1,741
+1,220
| +234% | +$25.3K | ﹤0.01% | 3589 |
|
|
2022
Q4 | $13K | Sell |
521
-16
| -3% | -$398 | ﹤0.01% | 3920 |
|
|
2022
Q3 | $14K | Buy |
537
+4
| +0.8% | +$104 | ﹤0.01% | 3981 |
|
|
2022
Q2 | $15K | Buy |
533
+60
| +13% | +$1.69K | ﹤0.01% | 3987 |
|
|
2022
Q1 | $12K | Buy |
+473
| New | +$12K | ﹤0.01% | 4210 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 5032 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4650 |
|