Raymond James Financial Services Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History

Raymond James Financial Services Advisors’s Portfolio SMMF Stock Details SMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-17,508	Closed	-$476K	–	3561
2024 Q1	$476K	Sell	17,508 -10,828	-38%	-$297K	﹤0.01%	2556
2023 Q4	$870K	Buy	+28,336	New	+$684K	﹤0.01%	2069

Other funds holding SMMF

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Raymond James Financial Services Advisors's SMMF Position: Q2 2024 in Review

Raymond James Financial Services Advisors sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 17,508 shares — an estimated $476K sold.

Raymond James Financial Services Advisors first reported a position in SMMF in Q4 2023 and held it in 2 quarters. The position peaked at $870K in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Raymond James Financial Services Advisors reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 17,508 Summit Financial Group, Inc. shares in Q2 2024, an estimated $476K.
Raymond James Financial Services Advisors first reported a position in Summit Financial Group, Inc. in Q4 2023 and held it in 2 quarters.
Raymond James Financial Services Advisors's Summit Financial Group, Inc. position peaked at $870K in Q4 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.