Morgan Stanley’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 |
|
|||||
|
2024
Q1 | $876K | Sell |
|
|||||
|
2023
Q4 | $2.53M | Buy |
|
|||||
|
2023
Q3 | $636K | Sell |
|
|||||
|
2023
Q2 | $667K | Buy |
|
|||||
|
2023
Q1 | $590K | Buy |
|
|||||
|
2022
Q4 | $619K | Buy |
|
|||||
|
2022
Q3 | $575K | Buy |
|
|||||
|
2022
Q2 | $501K | Buy |
|
|||||
|
2022
Q1 | $313K | Buy |
|
|||||
|
2021
Q4 | $315K | Buy |
|
|||||
|
2021
Q3 | $266K | Buy |
|
|||||
|
2021
Q2 | $168K | Buy |
|
|||||
|
2021
Q1 | $171K | Sell |
|
|||||
|
2020
Q4 | $279K | Buy |
|
|||||
|
2020
Q3 | $70K | Sell |
|
|||||
|
2020
Q2 | $111K | Buy |
|
|||||
|
2020
Q1 | $36K | Sell |
|
|||||
|
2019
Q4 | $433K | Buy |
|
|||||
|
2019
Q3 | $127K | Buy |
|
|||||
|
2019
Q2 | $18K | Sell |
|
|||||
|
2019
Q1 | $64K | Sell |
|
|||||
|
2018
Q4 | $394K | Sell |
|
|||||
|
2018
Q3 | $588K | Sell |
|
|||||
|
2018
Q2 | $722K | Buy |
|
|||||
|
2018
Q1 | $562K | Buy |
|
|||||
|
2017
Q4 | $565K | Buy |
|
|||||
|
2017
Q3 | $408K | Buy |
|
|||||
|
2017
Q2 | $252K | Sell |
|
|||||
|
2017
Q1 | $279K | Sell |
|
|||||
|
2016
Q4 | $722K | Buy |
|
|||||
|
2016
Q3 | $70K | Buy |
|
|||||
|
2016
Q2 | $37K | Sell |
|
|||||
|
2016
Q1 | $203K | Buy |
|
|||||
|
2015
Q4 | $25K | Sell |
|
|||||
|
2015
Q3 | $82K | Sell |
|
|||||
|
2015
Q2 | $78K | Buy |
|
|||||
|
2015
Q1 | $82K | Hold |
|
|||||
|
2014
Q4 | $81K | Hold |
|
|||||
|
2014
Q3 | $70K | Hold |
|
|||||
|
2014
Q2 | $72K | Hold |
|
|||||
|
2014
Q1 | $70K | Buy |
|