LPL Financial

LPL Financial’s Summit Financial Group, Inc. SMMF Stock Holding History

LPL Financial’s Portfolio SMMF Stock Details SMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$424K	Buy
2023 Q4	$477K	Sell
2023 Q3	$366K	Sell
2023 Q2	$815K	Buy
2022 Q2	–	Sell
2022 Q1	$616K	Hold
2021 Q4	$660K	Buy
2019 Q2	–	Sell
2019 Q1	$290K	Buy