Legal & General Group’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 |
-888
| Closed | -$24K | – | 3570 |
|
|
2024
Q1 | $24K | Hold |
888
| – | – | ﹤0.01% | 2900 |
|
|
2023
Q4 | $27.3K | Hold |
888
| – | – | ﹤0.01% | 2918 |
|
|
2023
Q3 | $20K | Sell |
888
-191
| -18% | -$4.31K | ﹤0.01% | 3027 |
|
|
2023
Q2 | $22.3K | Buy |
1,079
+6
| +0.6% | +$124 | ﹤0.01% | 3076 |
|
|
2023
Q1 | $22.3K | Hold |
1,073
| – | – | ﹤0.01% | 3039 |
|
|
2022
Q4 | $26.7K | Hold |
1,073
| – | – | ﹤0.01% | 3089 |
|
|
2022
Q3 | $29K | Buy |
1,073
+175
| +19% | +$4.73K | ﹤0.01% | 3114 |
|
|
2022
Q2 | $25K | Hold |
898
| – | – | ﹤0.01% | 3167 |
|
|
2022
Q1 | $23K | Buy |
898
+5
| +0.6% | +$128 | ﹤0.01% | 3206 |
|
|
2021
Q4 | $25K | Hold |
893
| – | – | ﹤0.01% | 3205 |
|
|
2021
Q3 | $22K | Hold |
893
| – | – | ﹤0.01% | 3256 |
|
|
2021
Q2 | $20K | Sell |
893
-109
| -11% | -$2.44K | ﹤0.01% | 3300 |
|
|
2021
Q1 | $27K | Hold |
1,002
| – | – | ﹤0.01% | 3028 |
|
|
2020
Q4 | $22K | Hold |
1,002
| – | – | ﹤0.01% | 3061 |
|
|
2020
Q3 | $15K | Sell |
1,002
-442
| -31% | -$6.62K | ﹤0.01% | 3086 |
|
|
2020
Q2 | $24K | Hold |
1,444
| – | – | ﹤0.01% | 2995 |
|
|
2020
Q1 | $27K | Sell |
1,444
-375
| -21% | -$7.01K | ﹤0.01% | 2808 |
|
|
2019
Q4 | $49K | Hold |
1,819
| – | – | ﹤0.01% | 2821 |
|
|
2019
Q3 | $47K | Hold |
1,819
| – | – | ﹤0.01% | 2761 |
|
|
2019
Q2 | $49K | Hold |
1,819
| – | – | ﹤0.01% | 2787 |
|
|
2019
Q1 | $48K | Hold |
1,819
| – | – | ﹤0.01% | 2723 |
|
|
2018
Q4 | $35K | Buy |
1,819
+303
| +20% | +$5.83K | ﹤0.01% | 2836 |
|
|
2018
Q3 | $35K | Hold |
1,516
| – | – | ﹤0.01% | 2957 |
|
|
2018
Q2 | $41K | Sell |
1,516
-1,047
| -41% | -$28.3K | ﹤0.01% | 2851 |
|
|
2018
Q1 | $64K | Sell |
2,563
-147
| -5% | -$3.67K | ﹤0.01% | 2636 |
|
|
2017
Q4 | $71K | Sell |
2,710
-399
| -13% | -$10.5K | ﹤0.01% | 2743 |
|
|
2017
Q3 | $81K | Hold |
3,109
| – | – | ﹤0.01% | 2745 |
|
|
2017
Q2 | $68K | Buy |
3,109
+1,656
| +114% | +$36.2K | ﹤0.01% | 2812 |
|
|
2017
Q1 | $31K | Buy |
1,453
+207
| +17% | +$4.42K | ﹤0.01% | 2970 |
|
|
2016
Q4 | $34K | Buy |
+1,246
| New | +$34K | ﹤0.01% | 2981 |
|