SMMF
LPL Financial’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,616
| Closed | -$424K | – | 5063 |
|
|
2024
Q1 | $424K | Buy |
15,616
+64
| +0.4% | +$1.74K | ﹤0.01% | 3859 |
|
|
2023
Q4 | $477K | Sell |
15,552
-707
| -4% | -$21.7K | ﹤0.01% | 3655 |
|
|
2023
Q3 | $366K | Sell |
16,259
-23,203
| -59% | -$523K | ﹤0.01% | 3700 |
|
|
2023
Q2 | $815K | Buy |
+39,462
| New | +$815K | ﹤0.01% | 2999 |
|
|
2022
Q2 | – | Sell |
-24,058
| Closed | -$616K | – | 4517 |
|
|
2022
Q1 | $616K | Hold |
24,058
| – | – | ﹤0.01% | 3024 |
|
|
2021
Q4 | $660K | Buy |
+24,058
| New | +$660K | ﹤0.01% | 3031 |
|
|
2019
Q2 | – | Sell |
-10,946
| Closed | -$290K | – | 3340 |
|
|
2019
Q1 | $290K | Buy |
+10,946
| New | +$290K | ﹤0.01% | 2648 |
|