Pekin Hardy Strauss’s Summit Midstream Corporation SMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-29,175
| Closed | -$989K | – | 411 |
|
2025
Q1 | $989K | Sell |
29,175
-7,750
| -21% | -$263K | 0.12% | 160 |
|
2024
Q4 | $1.4M | Sell |
36,925
-500
| -1% | -$18.9K | 0.18% | 126 |
|
2024
Q3 | $1.31M | Buy |
37,425
+3,200
| +9% | +$112K | 0.17% | 126 |
|
2024
Q2 | $1.22M | Buy |
34,225
+19,775
| +137% | +$703K | 0.17% | 132 |
|
2024
Q1 | $406K | Buy |
14,450
+1,500
| +12% | +$42.1K | 0.06% | 239 |
|
2023
Q4 | $232K | Buy |
+12,950
| New | +$232K | 0.03% | 265 |
|