Summit Financial Group’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.08M Hold
7,176
0.39% 75
2023
Q4
$1M Hold
7,176
0.38% 77
2023
Q3
$939K Sell
7,176
-1,450
-17% -$190K 0.39% 73
2023
Q2
$1.03M Buy
8,626
+26
+0.3% +$3.11K 0.4% 77
2023
Q1
$892K Hold
8,600
0.34% 85
2022
Q4
$759K Hold
8,600
0.3% 94
2022
Q3
$823K Buy
8,600
+260
+3% +$24.9K 0.34% 85
2022
Q2
$909K Buy
8,340
+700
+9% +$76.3K 0.35% 82
2022
Q1
$1.06M Buy
7,640
+800
+12% +$111K 0.36% 81
2021
Q4
$991K Buy
6,840
+300
+5% +$43.5K 0.32% 80
2021
Q3
$874K Buy
6,540
+2,000
+44% +$267K 0.32% 83
2021
Q2
$554K Buy
4,540
+300
+7% +$36.6K 0.21% 116
2021
Q1
$437K Hold
4,240
0.18% 113
2020
Q4
$372K Hold
4,240
0.16% 112
2020
Q3
$311K Hold
4,240
0.15% 112
2020
Q2
$301K Hold
4,240
0.16% 111
2020
Q1
$246K Hold
4,240
0.15% 116
2019
Q4
$284K Hold
4,240
0.14% 128
2019
Q3
$259K Sell
4,240
-15,120
-78% -$924K 0.13% 134
2019
Q2
$1.05M Hold
19,360
0.47% 59
2019
Q1
$1.14M Buy
19,360
+700
+4% +$41.2K 0.89% 38
2018
Q4
$975K Hold
18,660
0.83% 44
2018
Q3
$1.13M Hold
18,660
0.84% 41
2018
Q2
$1.05M Hold
18,660
0.82% 41
2018
Q1
$968K Buy
18,660
+2,400
+15% +$125K 0.76% 47
2017
Q4
$856K Hold
16,260
0.7% 48
2017
Q3
$792K Buy
16,260
+1,640
+11% +$79.9K 0.66% 49
2017
Q2
$680K Buy
+14,620
New +$680K 0.59% 56