HHM Wealth Advisors’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 |
-1,111
| Closed | -$30.2K | – | 866 |
|
|
2024
Q1 | $30.2K | Hold |
1,111
| – | – | 0.01% | 355 |
|
|
2023
Q4 | $34.1K | Hold |
1,111
| – | – | 0.01% | 339 |
|
|
2023
Q3 | $25K | Hold |
1,111
| – | – | ﹤0.01% | 372 |
|
|
2023
Q2 | $23K | Buy |
+1,111
| New | +$23K | ﹤0.01% | 397 |
|