Prudential Financial’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,290
| Closed | -$232K | – | 2737 |
|
|
2023
Q3 | $232K | Sell |
10,290
-4,440
| -30% | -$100K | ﹤0.01% | 2344 |
|
|
2023
Q2 | $304K | Buy |
14,730
+900
| +7% | +$18.6K | ﹤0.01% | 2294 |
|
|
2023
Q1 | $287K | Buy |
13,830
+800
| +6% | +$16.6K | ﹤0.01% | 2276 |
|
|
2022
Q4 | $324K | Buy |
13,030
+960
| +8% | +$23.9K | ﹤0.01% | 2220 |
|
|
2022
Q3 | $325K | Hold |
12,070
| – | – | ﹤0.01% | 2271 |
|
|
2022
Q2 | $336K | Buy |
12,070
+980
| +9% | +$27.3K | ﹤0.01% | 2298 |
|
|
2022
Q1 | $283K | Buy |
11,090
+700
| +7% | +$17.9K | ﹤0.01% | 2417 |
|
|
2021
Q4 | $285K | Sell |
10,390
-474
| -4% | -$13K | ﹤0.01% | 2419 |
|
|
2021
Q3 | $266K | Buy |
10,864
+85
| +0.8% | +$2.08K | ﹤0.01% | 2373 |
|
|
2021
Q2 | $237K | Buy |
10,779
+30
| +0.3% | +$660 | ﹤0.01% | 2403 |
|
|
2021
Q1 | $285K | Buy |
10,749
+320
| +3% | +$8.49K | ﹤0.01% | 2288 |
|
|
2020
Q4 | $231K | Hold |
10,429
| – | – | ﹤0.01% | 2321 |
|
|
2020
Q3 | $154K | Sell |
10,429
-2,040
| -16% | -$30.1K | ﹤0.01% | 2323 |
|
|
2020
Q2 | $205K | Sell |
12,469
-105
| -0.8% | -$1.73K | ﹤0.01% | 2255 |
|
|
2020
Q1 | $267K | Buy |
12,574
+696
| +6% | +$14.8K | ﹤0.01% | 2100 |
|
|
2019
Q4 | $322K | Buy |
11,878
+31
| +0.3% | +$840 | ﹤0.01% | 2183 |
|
|
2019
Q3 | $303K | Sell |
11,847
-5
| -0% | -$128 | ﹤0.01% | 2201 |
|
|
2019
Q2 | $318K | Sell |
11,852
-1,430
| -11% | -$38.4K | ﹤0.01% | 2210 |
|
|
2019
Q1 | $352K | Sell |
13,282
-248
| -2% | -$6.57K | ﹤0.01% | 2179 |
|
|
2018
Q4 | $261K | Buy |
13,530
+871
| +7% | +$16.8K | ﹤0.01% | 2166 |
|
|
2018
Q3 | $294K | Sell |
12,659
-108
| -0.8% | -$2.51K | ﹤0.01% | 2204 |
|
|
2018
Q2 | $343K | Sell |
12,767
-172
| -1% | -$4.62K | ﹤0.01% | 2156 |
|
|
2018
Q1 | $324K | Buy |
+12,939
| New | +$324K | ﹤0.01% | 2131 |
|