Summit Financial Group’s 3M MMM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$352K	Buy	3,966 +132	+3%	+$11.7K	0.13%	142
2023 Q4	$350K	Hold	3,834	–	–	0.13%	142
2023 Q3	$300K	Sell	3,834 -539	-12%	-$42.2K	0.13%	146
2023 Q2	$366K	Sell	4,373 -239	-5%	-$20K	0.14%	140
2023 Q1	$405K	Hold	4,612	–	–	0.15%	134
2022 Q4	$463K	Buy	4,612 +538	+13%	+$54K	0.18%	124
2022 Q3	$377K	Hold	4,074	–	–	0.16%	138
2022 Q2	$440K	Buy	4,074 +359	+10%	+$38.8K	0.17%	131
2022 Q1	$463K	Buy	3,715 +72	+2%	+$8.97K	0.16%	130
2021 Q4	$541K	Hold	3,643	–	–	0.18%	123
2021 Q3	$535K	Hold	3,643	–	–	0.19%	123
2021 Q2	$605K	Buy	3,643 +1,555	+74%	+$258K	0.23%	108
2021 Q1	$336K	Hold	2,088	–	–	0.14%	133
2020 Q4	$305K	Sell	2,088 -48	-2%	-$7.01K	0.13%	127
2020 Q3	$286K	Hold	2,136	–	–	0.14%	124
2020 Q2	$279K	Hold	2,136	–	–	0.15%	117
2020 Q1	$244K	Hold	2,136	–	–	0.15%	118
2019 Q4	$315K	Hold	2,136	–	–	0.15%	117
2019 Q3	$294K	Sell	2,136 -1,214	-36%	-$167K	0.15%	122
2019 Q2	$486K	Hold	3,350	–	–	0.22%	102
2019 Q1	$582K	Hold	3,350	–	–	0.45%	65
2018 Q4	$534K	Sell	3,350 -197	-6%	-$31.4K	0.45%	65
2018 Q3	$625K	Sell	3,547 -1,752	-33%	-$309K	0.47%	63
2018 Q2	$872K	Sell	5,299 -120	-2%	-$19.7K	0.68%	51
2018 Q1	$995K	Buy	5,419 +1,465	+37%	+$269K	0.78%	46
2017 Q4	$779K	Hold	3,954	–	–	0.64%	52
2017 Q3	$694K	Buy	3,954 +443	+13%	+$77.8K	0.58%	56
2017 Q2	$611K	Buy	+3,511	New	+$611K	0.53%	58