Summit Financial Strategies’s Civista Bancshares CIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.32M Sell
2025
Q1
$2.8M Sell
2024
Q4
$3.03M Sell
2024
Q3
$2.58M Sell
2024
Q2
$2.31M Buy
2024
Q1
$2.22M Hold
2023
Q4
$2.66M Hold
2023
Q3
$2.24M Hold
2023
Q2
$2.51M Sell
2023
Q1
$2.46M Buy
2022
Q4
$2.15M Hold
2022
Q3
$2.03M Buy