Steward Partners Investment Advisory’s Summit Therapeutics SMMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
12,466
+4,490
| +56% | +$95.5K | ﹤0.01% | 1617 |
|
|
2025
Q1 | $154K | Buy |
7,976
+5,473
| +219% | +$106K | ﹤0.01% | 1778 |
|
|
2024
Q4 | $44.7K | Buy |
2,503
+900
| +56% | +$16.1K | ﹤0.01% | 2395 |
|
|
2024
Q3 | $35.1K | Buy |
+1,603
| New | +$35.1K | ﹤0.01% | 2409 |
|
|
2024
Q2 | – | Sell |
-606,500
| Closed | -$2.51M | – | 3708 |
|
|
2024
Q1 | $2.51M | Buy |
606,500
+6,500
| +1% | +$26.9K | 0.03% | 506 |
|
|
2023
Q4 | $1.57M | Sell |
600,000
-50,000
| -8% | -$131K | 0.02% | 574 |
|
|
2023
Q3 | $1.22M | Buy |
650,000
+50,000
| +8% | +$93.5K | 0.02% | 610 |
|
|
2023
Q2 | $1.51M | Sell |
600,000
-30,570
| -5% | -$76.7K | 0.02% | 555 |
|
|
2023
Q1 | $1.1M | Buy |
630,570
+325,570
| +107% | +$570K | 0.02% | 661 |
|
|
2022
Q4 | $1.3M | Buy |
+305,000
| New | +$1.3M | 0.02% | 584 |
|
|
2021
Q3 | – | Sell |
-2,000
| Closed | -$15K | – | 3316 |
|
|
2021
Q2 | $15K | Hold |
2,000
| – | – | ﹤0.01% | 5507 |
|
|
2021
Q1 | $11.7K | Hold |
2,000
| – | – | ﹤0.01% | 2714 |
|
|
2020
Q4 | $9K | Buy |
+2,000
| New | +$9K | ﹤0.01% | 2359 |
|