SG Americas Securities’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,922
| Closed | -$107K | – | 2944 |
|
|
2024
Q1 | $107K | Sell |
3,922
-2,168
| -36% | -$59.1K | ﹤0.01% | 2229 |
|
|
2023
Q4 | $187K | Buy |
6,090
+1,180
| +24% | +$36.2K | ﹤0.01% | 2025 |
|
|
2023
Q3 | $111K | Buy |
+4,910
| New | +$111K | ﹤0.01% | 2472 |
|
|
2022
Q3 | – | Sell |
-4,637
| Closed | -$129K | – | 3220 |
|
|
2022
Q2 | $129K | Buy |
+4,637
| New | +$129K | ﹤0.01% | 2699 |
|
|
2021
Q4 | – | Sell |
-7,297
| Closed | -$179K | – | 3448 |
|
|
2021
Q3 | $179K | Buy |
+7,297
| New | +$179K | ﹤0.01% | 3041 |
|
|
2019
Q1 | – | Sell |
-7,967
| Closed | -$154K | – | 3039 |
|
|
2018
Q4 | $154K | Sell |
7,967
-1,872
| -19% | -$36.2K | ﹤0.01% | 2137 |
|
|
2018
Q3 | $228K | Buy |
+9,839
| New | +$228K | ﹤0.01% | 2184 |
|
|
2017
Q2 | – | Sell |
-13,259
| Closed | -$286K | – | 3034 |
|
|
2017
Q1 | $286K | Buy |
+13,259
| New | +$286K | ﹤0.01% | 1958 |
|