Goldman Sachs’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 |
-17,054
| Closed | -$463K | – | 5003 |
|
|
2024
Q1 | $463K | Sell |
17,054
-2,661
| -13% | -$72.3K | ﹤0.01% | 4030 |
|
|
2023
Q4 | $605K | Sell |
19,715
-114
| -0.6% | -$3.5K | ﹤0.01% | 3858 |
|
|
2023
Q3 | $447K | Sell |
19,829
-6,393
| -24% | -$144K | ﹤0.01% | 3930 |
|
|
2023
Q2 | $542K | Buy |
26,222
+7,184
| +38% | +$148K | ﹤0.01% | 3944 |
|
|
2023
Q1 | $395K | Buy |
19,038
+469
| +3% | +$9.73K | ﹤0.01% | 4199 |
|
|
2022
Q4 | $462K | Sell |
18,569
-94
| -0.5% | -$2.34K | ﹤0.01% | 4130 |
|
|
2022
Q3 | $503K | Buy |
18,663
+6,739
| +57% | +$182K | ﹤0.01% | 4233 |
|
|
2022
Q2 | $331K | Buy |
11,924
+183
| +2% | +$5.08K | ﹤0.01% | 4638 |
|
|
2022
Q1 | $300K | Buy |
11,741
+522
| +5% | +$13.3K | ﹤0.01% | 4886 |
|
|
2021
Q4 | $308K | Sell |
11,219
-452
| -4% | -$12.4K | ﹤0.01% | 4769 |
|
|
2021
Q3 | $286K | Buy |
11,671
+621
| +6% | +$15.2K | ﹤0.01% | 4687 |
|
|
2021
Q2 | $243K | Sell |
11,050
-8,525
| -44% | -$187K | ﹤0.01% | 4821 |
|
|
2021
Q1 | $520K | Buy |
19,575
+456
| +2% | +$12.1K | ﹤0.01% | 4327 |
|
|
2020
Q4 | $422K | Sell |
19,119
-1,767
| -8% | -$39K | ﹤0.01% | 3915 |
|
|
2020
Q3 | $309K | Sell |
20,886
-449
| -2% | -$6.64K | ﹤0.01% | 3894 |
|
|
2020
Q2 | $352K | Buy |
+21,335
| New | +$352K | ﹤0.01% | 3758 |
|
|
2016
Q2 | – | Sell |
-13,865
| Closed | -$214K | – | 4667 |
|
|
2016
Q1 | $214K | Buy |
+13,865
| New | +$214K | ﹤0.01% | 3732 |
|