Kennedy Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-62,241
| Closed | -$1.65M | – | 736 |
|
|
2019
Q1 | $1.65M | Sell |
62,241
-65,597
| -51% | -$1.74M | 0.04% | 565 |
|
|
2018
Q4 | $2.47M | Hold |
127,838
| – | – | 0.06% | 497 |
|
|
2018
Q3 | $2.97M | Sell |
127,838
-2,700
| -2% | -$62.7K | 0.06% | 532 |
|
|
2018
Q2 | $3.5M | Buy |
130,538
+3,798
| +3% | +$102K | 0.07% | 509 |
|
|
2018
Q1 | $3.17M | Sell |
126,740
-3,114
| -2% | -$77.9K | 0.06% | 518 |
|
|
2017
Q4 | $3.42M | Sell |
129,854
-9,745
| -7% | -$257K | 0.06% | 536 |
|
|
2017
Q3 | $3.58M | Buy |
+139,599
| New | +$3.58M | 0.06% | 521 |
|