SFG
Summit Financial Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.64M | Buy |
32,861
+197
| +0.6% | +$9.83K | 0.58% | 50 |
|
|
2023
Q4 | $1.65M | Buy |
32,664
+385
| +1% | +$19.5K | 0.63% | 45 |
|
|
2023
Q3 | $1.74M | Buy |
32,279
+135
| +0.4% | +$7.26K | 0.73% | 37 |
|
|
2023
Q2 | $1.66M | Hold |
32,144
| – | – | 0.65% | 45 |
|
|
2023
Q1 | $1.68M | Hold |
32,144
| – | – | 0.64% | 46 |
|
|
2022
Q4 | $1.53M | Sell |
32,144
-2,724
| -8% | -$130K | 0.61% | 45 |
|
|
2022
Q3 | $1.4M | Buy |
34,868
+205
| +0.6% | +$8.2K | 0.58% | 46 |
|
|
2022
Q2 | $1.48M | Buy |
34,663
+1,025
| +3% | +$43.7K | 0.57% | 48 |
|
|
2022
Q1 | $1.88M | Sell |
33,638
-1,262
| -4% | -$70.4K | 0.64% | 45 |
|
|
2021
Q4 | $2.21M | Buy |
34,900
+1,874
| +6% | +$119K | 0.72% | 40 |
|
|
2021
Q3 | $1.8M | Hold |
33,026
| – | – | 0.65% | 41 |
|
|
2021
Q2 | $1.75M | Sell |
33,026
-600
| -2% | -$31.8K | 0.65% | 43 |
|
|
2021
Q1 | $1.74M | Sell |
33,626
-625
| -2% | -$32.3K | 0.72% | 39 |
|
|
2020
Q4 | $1.53M | Buy |
34,251
+255
| +0.8% | +$11.4K | 0.67% | 44 |
|
|
2020
Q3 | $1.34M | Hold |
33,996
| – | – | 0.66% | 40 |
|
|
2020
Q2 | $1.59M | Buy |
33,996
+207
| +0.6% | +$9.66K | 0.83% | 35 |
|
|
2020
Q1 | $1.33M | Sell |
33,789
-80
| -0.2% | -$3.15K | 0.79% | 35 |
|
|
2019
Q4 | $1.62M | Sell |
33,869
-340
| -1% | -$16.3K | 0.78% | 36 |
|
|
2019
Q3 | $1.69M | Sell |
34,209
-3,800
| -10% | -$188K | 0.86% | 35 |
|
|
2019
Q2 | $2.08M | Sell |
38,009
-75
| -0.2% | -$4.1K | 0.94% | 28 |
|
|
2019
Q1 | $2.06M | Sell |
38,084
-100
| -0.3% | -$5.4K | 1.61% | 17 |
|
|
2018
Q4 | $1.66M | Hold |
38,184
| – | – | 1.4% | 23 |
|
|
2018
Q3 | $1.86M | Hold |
38,184
| – | – | 1.38% | 23 |
|
|
2018
Q2 | $1.64M | Sell |
38,184
-100
| -0.3% | -$4.3K | 1.28% | 22 |
|
|
2018
Q1 | $1.64M | Buy |
38,284
+8,525
| +29% | +$366K | 1.28% | 22 |
|
|
2017
Q4 | $1.14M | Sell |
29,759
-150
| -0.5% | -$5.75K | 0.93% | 38 |
|
|
2017
Q3 | $1.01M | Sell |
29,909
-1,158
| -4% | -$39K | 0.84% | 41 |
|
|
2017
Q2 | $972K | Buy |
+31,067
| New | +$972K | 0.84% | 43 |
|