Hillsdale Investment Management’s Summit Financial Group, Inc. SMMF Stock Holding History

Hillsdale Investment Management’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	-4,600	Closed	-$125K	–	720
2024 Q1	$125K	Sell	4,600 -1,500	-25%	-$41.2K	0.01%	414
2023 Q4	$187K	Buy	+6,100	New	+$147K	0.02%	365
2020 Q2	–	Sell	-52,522	Closed	-$1.11M	–	708
2020 Q1	$1.11M	Sell	52,522 -5,084	-9%	-$118K	0.13%	171
2019 Q4	$1.56M	Buy	57,606 +3,418	+6%	+$90.1K	0.14%	167
2019 Q3	$1.39M	Sell	54,188 -412	-0.8%	-$10.6K	0.12%	169
2019 Q2	$1.47M	Buy	54,600 +7,000	+15%	+$181K	0.15%	152
2019 Q1	$1.26M	Buy	+47,600	New	+$1.12M	0.11%	153

Other funds holding SMMF

PFPT

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

Hillsdale Investment Management's SMMF Position: Q2 2024 in Review

Hillsdale Investment Management sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 4,600 shares — an estimated $125K sold.

Hillsdale Investment Management first reported a position in SMMF in Q1 2019 and held it in 7 quarters. The position peaked at $1.56M in Q4 2019. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Hillsdale Investment Management reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Hillsdale Investment Management sold 4,600 Summit Financial Group, Inc. shares in Q2 2024, an estimated $125K.
Hillsdale Investment Management first reported a position in Summit Financial Group, Inc. in Q1 2019 and held it in 7 quarters.
Hillsdale Investment Management's Summit Financial Group, Inc. position peaked at $1.56M in Q4 2019.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Hillsdale Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.