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