HHM Wealth Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History

HHM Wealth Advisors’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	-1,111	Closed	-$30.2K	–	867
2024 Q1	$30.2K	Hold	1,111	–	–	0.01%	356
2023 Q4	$34.1K	Hold	1,111	–	–	0.01%	342
2023 Q3	$25K	Hold	1,111	–	–	﹤0.01%	372
2023 Q2	$23K	Buy	+1,111	New	+$21.9K	﹤0.01%	400

Other funds holding SMMF

PFPT

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

HHM Wealth Advisors's SMMF Position: Q2 2024 in Review

HHM Wealth Advisors sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 1,111 shares — an estimated $30.2K sold.

HHM Wealth Advisors first reported a position in SMMF in Q2 2023 and held it in 4 quarters. The position peaked at $34.1K in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

HHM Wealth Advisors reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
HHM Wealth Advisors sold 1,111 Summit Financial Group, Inc. shares in Q2 2024, an estimated $30.2K.
HHM Wealth Advisors first reported a position in Summit Financial Group, Inc. in Q2 2023 and held it in 4 quarters.
HHM Wealth Advisors's Summit Financial Group, Inc. position peaked at $34.1K in Q4 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.