Folger Nolan Fleming Douglas Capital Management’s Summit Financial Group, Inc. SMMF Stock Holding History

Folger Nolan Fleming Douglas Capital Management’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	-10,883	Closed	-$296K	–	170
2024 Q1	$296K	Sell	10,883 -797	-7%	-$21.9K	0.03%	140
2023 Q4	$358K	Sell	11,680 -70	-0.6%	-$1.69K	0.04%	130
2023 Q3	$265K	Sell	11,750 -1,319	-10%	-$30.4K	0.03%	139
2023 Q2	$270K	Buy	+13,069	New	+$257K	0.03%	145

Other funds holding SMMF

PFPT

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

Folger Nolan Fleming Douglas Capital Management's SMMF Position: Q2 2024 in Review

Folger Nolan Fleming Douglas Capital Management sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 10,883 shares — an estimated $296K sold.

Folger Nolan Fleming Douglas Capital Management first reported a position in SMMF in Q2 2023 and held it in 4 quarters. The position peaked at $358K in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Folger Nolan Fleming Douglas Capital Management reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Folger Nolan Fleming Douglas Capital Management sold 10,883 Summit Financial Group, Inc. shares in Q2 2024, an estimated $296K.
Folger Nolan Fleming Douglas Capital Management first reported a position in Summit Financial Group, Inc. in Q2 2023 and held it in 4 quarters.
Folger Nolan Fleming Douglas Capital Management's Summit Financial Group, Inc. position peaked at $358K in Q4 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Folger Nolan Fleming Douglas Capital Management's 13F filing for Q2 2024, filed 9 Jul 2024.