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	-15,616	Closed	-$424K	–	5188
2024 Q1	$424K	Buy	15,616 +64	+0.4%	+$1.76K	﹤0.01%	3912
2023 Q4	$477K	Sell	15,552 -707	-4%	-$17.1K	﹤0.01%	3701
2023 Q3	$366K	Sell	16,259 -23,203	-59%	-$535K	﹤0.01%	3740
2023 Q2	$815K	Buy	+39,462	New	+$776K	﹤0.01%	3022
2022 Q2	–	Sell	-24,058	Closed	-$616K	–	4559
2022 Q1	$616K	Hold	24,058	–	–	﹤0.01%	3032
2021 Q4	$660K	Buy	+24,058	New	+$636K	﹤0.01%	3040
2019 Q2	–	Sell	-10,946	Closed	-$290K	–	3365
2019 Q1	$290K	Buy	+10,946	New	+$258K	﹤0.01%	2662

Other funds holding SMMF

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

LPL Financial's SMMF Position: Q2 2024 in Review

LPL Financial sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 15,616 shares — an estimated $424K sold.

LPL Financial first reported a position in SMMF in Q1 2019 and held it in 7 quarters. The position peaked at $815K in Q2 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

LPL Financial reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
LPL Financial sold 15,616 Summit Financial Group, Inc. shares in Q2 2024, an estimated $424K.
LPL Financial first reported a position in Summit Financial Group, Inc. in Q1 2019 and held it in 7 quarters.
LPL Financial's Summit Financial Group, Inc. position peaked at $815K in Q2 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.