Maryland 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $269K | Hold |
10,000
| – | – | 0.02% | 192 |
|
2022
Q2 | $278K | Hold |
10,000
| – | – | 0.02% | 192 |
|
2022
Q1 | $256K | Hold |
10,000
| – | – | 0.02% | 217 |
|
2021
Q4 | $275K | Hold |
10,000
| – | – | 0.01% | 227 |
|
2021
Q3 | $245K | Sell |
10,000
-3,000
| -23% | -$73.5K | 0.01% | 224 |
|
2021
Q2 | $286K | Buy |
13,000
+5,450
| +72% | +$120K | 0.02% | 210 |
|
2021
Q1 | $200K | Sell |
7,550
-34,450
| -82% | -$913K | 0.01% | 237 |
|
2020
Q4 | $927K | Buy |
42,000
+26,500
| +171% | +$585K | 0.07% | 108 |
|
2020
Q3 | $230K | Hold |
15,500
| – | – | 0.02% | 188 |
|
2020
Q2 | $255K | Hold |
15,500
| – | – | 0.02% | 178 |
|
2020
Q1 | $329K | Sell |
15,500
-1,000
| -6% | -$21.2K | 0.04% | 155 |
|
2019
Q4 | $447K | Sell |
16,500
-2,500
| -13% | -$67.7K | 0.05% | 127 |
|
2019
Q3 | $486K | Sell |
19,000
-1,000
| -5% | -$25.6K | 0.06% | 130 |
|
2019
Q2 | $537K | Hold |
20,000
| – | – | 0.06% | 125 |
|
2019
Q1 | $530K | Sell |
20,000
-18,696
| -48% | -$495K | 0.07% | 120 |
|
2018
Q4 | $747K | Hold |
38,696
| – | – | 0.11% | 104 |
|
2018
Q3 | $898K | Hold |
38,696
| – | – | 0.12% | 94 |
|
2018
Q2 | $1.04M | Hold |
38,696
| – | – | 0.14% | 88 |
|
2018
Q1 | $968K | Buy |
38,696
+18,696
| +93% | +$468K | 0.14% | 88 |
|
2017
Q4 | $526K | Sell |
20,000
-5,000
| -20% | -$132K | 0.08% | 114 |
|
2017
Q3 | $641K | Hold |
25,000
| – | – | 0.1% | 100 |
|
2017
Q2 | $550K | Sell |
25,000
-2,720
| -10% | -$59.8K | 0.08% | 106 |
|
2017
Q1 | $597K | Buy |
27,720
+2,720
| +11% | +$58.6K | 0.09% | 105 |
|
2016
Q4 | $688K | Sell |
25,000
-1,000
| -4% | -$27.5K | 0.11% | 97 |
|
2016
Q3 | $498K | Hold |
26,000
| – | – | 0.07% | 108 |
|
2016
Q2 | $455K | Hold |
26,000
| – | – | 0.07% | 107 |
|
2016
Q1 | $402K | Buy |
+26,000
| New | +$402K | 0.06% | 107 |
|