Meeder Asset 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
Q2 | – | Sell |
-176
| Closed | -$5K | – | 2491 |
|
|
2022
Q1 | $5K | Sell |
176
-2
| -1% | -$57 | ﹤0.01% | 1829 |
|
|
2021
Q4 | $5K | Sell |
178
-30
| -14% | -$843 | ﹤0.01% | 875 |
|
|
2021
Q3 | $5K | Buy |
208
+32
| +18% | +$769 | ﹤0.01% | 1960 |
|
|
2021
Q2 | $4K | Sell |
176
-84
| -32% | -$1.91K | ﹤0.01% | 2047 |
|
|
2021
Q1 | $7K | Buy |
+260
| New | +$7K | ﹤0.01% | 1757 |
|
|
2020
Q4 | – | Sell |
-1,174
| Closed | -$17K | – | 2306 |
|
|
2020
Q3 | $17K | Sell |
1,174
-1,300
| -53% | -$18.8K | ﹤0.01% | 1222 |
|
|
2020
Q2 | $41K | Sell |
2,474
-600
| -20% | -$9.94K | ﹤0.01% | 967 |
|
|
2020
Q1 | $65K | Hold |
3,074
| – | – | 0.01% | 838 |
|
|
2019
Q4 | $84K | Hold |
3,074
| – | – | 0.01% | 847 |
|
|
2019
Q3 | $79K | Sell |
3,074
-272
| -8% | -$6.99K | 0.01% | 872 |
|
|
2019
Q2 | $89K | Buy |
3,346
+2,240
| +203% | +$59.6K | 0.01% | 790 |
|
|
2019
Q1 | $29K | Buy |
1,106
+417
| +61% | +$10.9K | ﹤0.01% | 986 |
|
|
2018
Q4 | $13K | Hold |
689
| – | – | ﹤0.01% | 1177 |
|
|
2018
Q3 | $16K | Buy |
689
+288
| +72% | +$6.69K | ﹤0.01% | 1083 |
|
|
2018
Q2 | $10.8K | Hold |
401
| – | – | ﹤0.01% | 1113 |
|
|
2018
Q1 | $10K | Sell |
401
-168
| -30% | -$4.19K | ﹤0.01% | 1073 |
|
|
2017
Q4 | $15K | Buy |
+569
| New | +$15K | ﹤0.01% | 1030 |
|
|
2017
Q2 | – | Sell |
-32
| Closed | -$1K | – | 1931 |
|
|
2017
Q1 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1576 |
|