Summit Financial Group’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $309K | Sell |
5,330
-274
| -5% | -$15.9K | 0.11% | 153 |
|
|
2023
Q4 | $307K | Sell |
5,604
-36
| -0.6% | -$1.97K | 0.12% | 149 |
|
|
2023
Q3 | $291K | Sell |
5,640
-426
| -7% | -$22K | 0.12% | 151 |
|
|
2023
Q2 | $323K | Sell |
6,066
-1
| -0% | -$53 | 0.13% | 146 |
|
|
2023
Q1 | $333K | Hold |
6,067
| – | – | 0.13% | 147 |
|
|
2022
Q4 | $306K | Hold |
6,067
| – | – | 0.12% | 155 |
|
|
2022
Q3 | $267K | Hold |
6,067
| – | – | 0.11% | 161 |
|
|
2022
Q2 | $313K | Buy |
6,067
+1,264
| +26% | +$65.2K | 0.12% | 153 |
|
|
2022
Q1 | $306K | Sell |
4,803
-964
| -17% | -$61.4K | 0.1% | 165 |
|
|
2021
Q4 | $327K | Hold |
5,767
| – | – | 0.11% | 165 |
|
|
2021
Q3 | $331K | Hold |
5,767
| – | – | 0.12% | 157 |
|
|
2021
Q2 | $365K | Buy |
5,767
+1,964
| +52% | +$124K | 0.14% | 144 |
|
|
2021
Q1 | $243K | Hold |
3,803
| – | – | 0.1% | 170 |
|
|
2020
Q4 | $211K | Buy |
+3,803
| New | +$211K | 0.09% | 164 |
|
|
2020
Q1 | – | Sell |
-5,498
| Closed | -$301K | – | 145 |
|
|
2019
Q4 | $301K | Sell |
5,498
-583
| -10% | -$31.9K | 0.14% | 120 |
|
|
2019
Q3 | $290K | Sell |
6,081
-7,961
| -57% | -$380K | 0.15% | 124 |
|
|
2019
Q2 | $692K | Buy |
+14,042
| New | +$692K | 0.31% | 78 |
|