Russell Investments Group’s Summit Financial Group, Inc. SMMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.67M | Hold |
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|
2023
Q4 | $1.89M | Buy |
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|
2023
Q3 | $1.39M | Hold |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $519K | Hold |
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|
2022
Q4 | $622K | Hold |
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|
2022
Q3 | $673K | Hold |
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|
2022
Q2 | $694K | Buy |
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|
2022
Q1 | $635K | Hold |
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|
2021
Q4 | $681K | Hold |
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|
2021
Q3 | $608K | Sell |
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|
2021
Q2 | $622K | Buy |
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|
2021
Q1 | $750K | Buy |
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|
2020
Q4 | $532K | Sell |
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|
2020
Q3 | $409K | Buy |
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|
2020
Q2 | $61K | Sell |
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|
2020
Q1 | $345K | Buy |
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|
2019
Q4 | $99K | Sell |
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|
2019
Q3 | $110K | Buy |
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|
2019
Q2 | $17K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $124K | Hold |
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|
2017
Q4 | $130K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $65K | Sell |
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|
2017
Q1 | $181K | Sell |
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|
2016
Q4 | $501K | Buy |
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