Martingale Asset Management’s Summit Financial Group, Inc. SMMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $380K | Hold |
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $459K | Buy |
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|
2023
Q1 | $450K | Buy |
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|
2022
Q4 | $520K | Buy |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | $549K | Buy |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $424K | Hold |
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|
2021
Q3 | $378K | Buy |
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|
2021
Q2 | $305K | Buy |
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|
2021
Q1 | $325K | Buy |
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