MetLife Investment Management’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 |
-6,657
| Closed | -$181K | – | 2958 |
|
|
2024
Q1 | $181K | Buy |
6,657
+48
| +0.7% | +$1.3K | ﹤0.01% | 2251 |
|
|
2023
Q4 | $203K | Buy |
6,609
+17
| +0.3% | +$522 | ﹤0.01% | 2237 |
|
|
2023
Q3 | $149K | Hold |
6,592
| – | – | ﹤0.01% | 2368 |
|
|
2023
Q2 | $136K | Buy |
6,592
+39
| +0.6% | +$806 | ﹤0.01% | 2504 |
|
|
2023
Q1 | $136K | Buy |
6,553
+22
| +0.3% | +$457 | ﹤0.01% | 2423 |
|
|
2022
Q4 | $163K | Hold |
6,531
| – | – | ﹤0.01% | 2375 |
|
|
2022
Q3 | $176K | Hold |
6,531
| – | – | ﹤0.01% | 2382 |
|
|
2022
Q2 | $181K | Hold |
6,531
| – | – | ﹤0.01% | 2389 |
|
|
2022
Q1 | $167K | Buy |
6,531
+2,396
| +58% | +$61.3K | ﹤0.01% | 2463 |
|
|
2021
Q4 | $114K | Hold |
4,135
| – | – | ﹤0.01% | 2366 |
|
|
2021
Q3 | $101K | Buy |
+4,135
| New | +$101K | ﹤0.01% | 2433 |
|
|
2020
Q2 | – | Sell |
-5,705
| Closed | -$121K | – | 2366 |
|
|
2020
Q1 | $121K | Hold |
5,705
| – | – | ﹤0.01% | 1978 |
|
|
2019
Q4 | $155K | Hold |
5,705
| – | – | ﹤0.01% | 2119 |
|
|
2019
Q3 | $146K | Hold |
5,705
| – | – | ﹤0.01% | 2119 |
|
|
2019
Q2 | $153K | Hold |
5,705
| – | – | ﹤0.01% | 2179 |
|
|
2019
Q1 | $151K | Hold |
5,705
| – | – | ﹤0.01% | 2133 |
|
|
2018
Q4 | $110K | Hold |
5,705
| – | – | ﹤0.01% | 2251 |
|
|
2018
Q3 | $132K | Hold |
5,705
| – | – | ﹤0.01% | 2314 |
|
|
2018
Q2 | $153K | Hold |
5,705
| – | – | ﹤0.01% | 2042 |
|
|
2018
Q1 | $143K | Hold |
5,705
| – | – | ﹤0.01% | 2063 |
|
|
2017
Q4 | $150K | Buy |
+5,705
| New | +$150K | ﹤0.01% | 2068 |
|