Los Angeles 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,840
| Closed | -$425K | – | 1240 |
|
|
2023
Q4 | $425K | Hold |
13,840
| – | – | ﹤0.01% | 925 |
|
|
2023
Q3 | $312K | Hold |
13,840
| – | – | ﹤0.01% | 946 |
|
|
2023
Q2 | $286K | Buy |
13,840
+2,628
| +23% | +$54.3K | ﹤0.01% | 1020 |
|
|
2023
Q1 | $233K | Buy |
11,212
+2,137
| +24% | +$44.3K | ﹤0.01% | 1090 |
|
|
2022
Q4 | $226K | Buy |
+9,075
| New | +$226K | ﹤0.01% | 1119 |
|