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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-17,508
Closed -$476K 3538
2024
Q1
$476K Sell
17,508
-10,828
-38% -$294K ﹤0.01% 2552
2023
Q4
$870K Buy
+28,336
New +$870K ﹤0.01% 2063