HIM
SMMF
Hillsdale Investment Management’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 |
-4,600
| Closed | -$125K | – | 720 |
|
|
2024
Q1 | $125K | Sell |
4,600
-1,500
| -25% | -$40.7K | 0.01% | 414 |
|
|
2023
Q4 | $187K | Buy |
+6,100
| New | +$187K | 0.02% | 365 |
|
|
2020
Q2 | – | Sell |
-52,522
| Closed | -$1.11M | – | 708 |
|
|
2020
Q1 | $1.11M | Sell |
52,522
-5,084
| -9% | -$108K | 0.13% | 171 |
|
|
2019
Q4 | $1.56M | Buy |
57,606
+3,418
| +6% | +$92.6K | 0.14% | 167 |
|
|
2019
Q3 | $1.39M | Sell |
54,188
-412
| -0.8% | -$10.5K | 0.12% | 169 |
|
|
2019
Q2 | $1.47M | Buy |
54,600
+7,000
| +15% | +$188K | 0.15% | 152 |
|
|
2019
Q1 | $1.26M | Buy |
+47,600
| New | +$1.26M | 0.11% | 153 |
|