SFG
Summit Financial Group’s Manulife Financial MFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $341K | Hold |
13,639
| – | – | 0.12% | 144 |
|
|
2023
Q4 | $301K | Hold |
13,639
| – | – | 0.12% | 152 |
|
|
2023
Q3 | $249K | Hold |
13,639
| – | – | 0.1% | 164 |
|
|
2023
Q2 | $258K | Hold |
13,639
| – | – | 0.1% | 163 |
|
|
2023
Q1 | $250K | Sell |
13,639
-2,555
| -16% | -$46.9K | 0.09% | 169 |
|
|
2022
Q4 | $289K | Hold |
16,194
| – | – | 0.11% | 158 |
|
|
2022
Q3 | $254K | Hold |
16,194
| – | – | 0.11% | 164 |
|
|
2022
Q2 | $281K | Hold |
16,194
| – | – | 0.11% | 161 |
|
|
2022
Q1 | $346K | Hold |
16,194
| – | – | 0.12% | 152 |
|
|
2021
Q4 | $309K | Hold |
16,194
| – | – | 0.1% | 174 |
|
|
2021
Q3 | $312K | Hold |
16,194
| – | – | 0.11% | 166 |
|
|
2021
Q2 | $319K | Hold |
16,194
| – | – | 0.12% | 158 |
|
|
2021
Q1 | $348K | Hold |
16,194
| – | – | 0.14% | 128 |
|
|
2020
Q4 | $289K | Buy |
16,194
+6,076
| +60% | +$108K | 0.13% | 131 |
|
|
2020
Q3 | $141K | Hold |
10,118
| – | – | 0.07% | 154 |
|
|
2020
Q2 | $138K | Hold |
10,118
| – | – | 0.07% | 153 |
|
|
2020
Q1 | $127K | Sell |
10,118
-2,556
| -20% | -$32.1K | 0.08% | 138 |
|
|
2019
Q4 | $257K | Hold |
12,674
| – | – | 0.12% | 140 |
|
|
2019
Q3 | $233K | Hold |
12,674
| – | – | 0.12% | 147 |
|
|
2019
Q2 | $230K | Buy |
+12,674
| New | +$230K | 0.1% | 150 |
|