Royce & Associates’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 |
-171,193
| Closed | -$4.65M | – | 927 |
|
|
2024
Q1 | $4.65M | Buy |
171,193
+27,662
| +19% | +$751K | 0.04% | 506 |
|
|
2023
Q4 | $4.4M | Buy |
143,531
+35,538
| +33% | +$1.09M | 0.04% | 517 |
|
|
2023
Q3 | $2.43M | Buy |
+107,993
| New | +$2.43M | 0.02% | 617 |
|
|
2020
Q3 | – | Sell |
-2,035
| Closed | -$34K | – | 1184 |
|
|
2020
Q2 | $34K | Buy |
+2,035
| New | +$34K | ﹤0.01% | 1079 |
|