HighTower Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-79,129
| Closed | -$1.74M | – | 2208 |
|
|
2017
Q2 | $1.74M | Buy |
79,129
+600
| +0.8% | +$13.2K | 0.02% | 855 |
|
|
2017
Q1 | $1.69M | Buy |
78,529
+3,595
| +5% | +$77.4K | 0.02% | 818 |
|
|
2016
Q4 | $2.06M | Buy |
74,934
+2,900
| +4% | +$79.8K | 0.02% | 692 |
|
|
2016
Q3 | $1.38M | Hold |
72,034
| – | – | 0.02% | 792 |
|
|
2016
Q2 | $1.26M | Sell |
72,034
-1,057
| -1% | -$18.5K | 0.02% | 777 |
|
|
2016
Q1 | $1.13M | Hold |
73,091
| – | – | ﹤0.01% | 916 |
|
|
2015
Q4 | $869K | Buy |
73,091
+1,200
| +2% | +$14.3K | 0.01% | 1039 |
|
|
2015
Q3 | $846K | Hold |
71,891
| – | – | 0.01% | 956 |
|
|
2015
Q2 | $721K | Buy |
71,891
+45,511
| +173% | +$456K | 0.01% | 884 |
|
|
2015
Q1 | $225K | Buy |
+26,380
| New | +$225K | ﹤0.01% | 1387 |
|