FNFDCM
SMMF
Folger Nolan Fleming Douglas Capital Management’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,883
| Closed | -$296K | – | 170 |
|
|
2024
Q1 | $296K | Sell |
10,883
-797
| -7% | -$21.7K | 0.03% | 140 |
|
|
2023
Q4 | $358K | Sell |
11,680
-70
| -0.6% | -$2.15K | 0.04% | 130 |
|
|
2023
Q3 | $265K | Sell |
11,750
-1,319
| -10% | -$29.7K | 0.03% | 139 |
|
|
2023
Q2 | $270K | Buy |
+13,069
| New | +$270K | 0.03% | 145 |
|