HSBC Holdings’s Summit Financial Group, Inc. SMMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,586
| Closed | -$369K | – | 2755 |
|
|
2024
Q1 | $369K | Buy |
13,586
+798
| +6% | +$21.7K | ﹤0.01% | 1892 |
|
|
2023
Q4 | $398K | Buy |
12,788
+1,954
| +18% | +$60.8K | ﹤0.01% | 1713 |
|
|
2023
Q3 | $247K | Buy |
10,834
+7
| +0.1% | +$160 | ﹤0.01% | 1826 |
|
|
2023
Q2 | $226K | Hold |
10,827
| – | – | ﹤0.01% | 1851 |
|
|
2023
Q1 | $224K | Hold |
10,827
| – | – | ﹤0.01% | 1921 |
|
|
2022
Q4 | $269K | Buy |
10,827
+254
| +2% | +$6.31K | ﹤0.01% | 2149 |
|
|
2022
Q3 | $289K | Buy |
+10,573
| New | +$289K | ﹤0.01% | 2019 |
|