SFG
SMMF
Summit Financial Group’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $5.96M | Buy |
219,386
+9,923
| +5% | +$270K | 2.12% | 8 |
|
|
2023
Q4 | $6.43M | Sell |
209,463
-34,762
| -14% | -$1.07M | 2.46% | 5 |
|
|
2023
Q3 | $5.5M | Hold |
244,225
| – | – | 2.31% | 9 |
|
|
2023
Q2 | $5.05M | Sell |
244,225
-502
| -0.2% | -$10.4K | 1.96% | 9 |
|
|
2023
Q1 | $5.08M | Buy |
244,727
+4,775
| +2% | +$99.1K | 1.93% | 10 |
|
|
2022
Q4 | $5.97M | Sell |
239,952
-18,964
| -7% | -$472K | 2.37% | 7 |
|
|
2022
Q3 | $6.98M | Sell |
258,916
-7,733
| -3% | -$208K | 2.9% | 3 |
|
|
2022
Q2 | $7.41M | Sell |
266,649
-2,214
| -0.8% | -$61.5K | 2.86% | 2 |
|
|
2022
Q1 | $6.88M | Buy |
268,863
+20,000
| +8% | +$512K | 2.33% | 9 |
|
|
2021
Q4 | $6.83M | Buy |
248,863
+53,780
| +28% | +$1.48M | 2.22% | 7 |
|
|
2021
Q3 | $4.78M | Sell |
195,083
-4,298
| -2% | -$105K | 1.73% | 13 |
|
|
2021
Q2 | $4.39M | Buy |
199,381
+4,298
| +2% | +$94.6K | 1.64% | 14 |
|
|
2021
Q1 | $5.18M | Sell |
195,083
-35,507
| -15% | -$943K | 2.15% | 11 |
|
|
2020
Q4 | $5.09M | Sell |
230,590
-13,325
| -5% | -$294K | 2.23% | 9 |
|
|
2020
Q3 | $3.61M | Hold |
243,915
| – | – | 1.79% | 14 |
|
|
2020
Q2 | $4.02M | Hold |
243,915
| – | – | 2.09% | 10 |
|
|
2020
Q1 | $5.17M | Sell |
243,915
-554
| -0.2% | -$11.8K | 3.09% | 6 |
|
|
2019
Q4 | $6.62M | Buy |
244,469
+140,632
| +135% | +$3.81M | 3.17% | 6 |
|
|
2019
Q3 | $2.66M | Sell |
103,837
-42,228
| -29% | -$1.08M | 1.35% | 21 |
|
|
2019
Q2 | $3.92M | Sell |
146,065
-1,500
| -1% | -$40.3K | 1.77% | 14 |
|
|
2019
Q1 | $3.91M | Sell |
147,565
-6,578
| -4% | -$174K | 3.06% | 5 |
|
|
2018
Q4 | $2.98M | Sell |
154,143
-518
| -0.3% | -$10K | 2.53% | 6 |
|
|
2018
Q3 | $3.59M | Sell |
154,661
-1,956
| -1% | -$45.4K | 2.67% | 7 |
|
|
2018
Q2 | $4.2M | Sell |
156,617
-292
| -0.2% | -$7.84K | 3.27% | 5 |
|
|
2018
Q1 | $3.92M | Sell |
156,909
-403
| -0.3% | -$10.1K | 3.07% | 5 |
|
|
2017
Q4 | $4.14M | Sell |
157,312
-5,165
| -3% | -$136K | 3.39% | 4 |
|
|
2017
Q3 | $4.17M | Sell |
162,477
-83,082
| -34% | -$2.13M | 3.47% | 4 |
|
|
2017
Q2 | $5.4M | Buy |
+245,559
| New | +$5.4M | 4.68% | 2 |
|