SFS
Summit Financial Strategies’s Civista Bancshares CIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Sell |
142,951
-538
| -0.4% | -$12.5K | 0.31% | 31 |
|
|
2025
Q1 | $2.8M | Sell |
143,489
-285
| -0.2% | -$5.57K | 0.28% | 35 |
|
|
2024
Q4 | $3.03M | Sell |
143,774
-834
| -0.6% | -$17.5K | 0.33% | 31 |
|
|
2024
Q3 | $2.58M | Sell |
144,608
-4,250
| -3% | -$75.7K | 0.29% | 31 |
|
|
2024
Q2 | $2.31M | Buy |
148,858
+4,559
| +3% | +$70.6K | 0.29% | 31 |
|
|
2024
Q1 | $2.22M | Hold |
144,299
| – | – | 0.31% | 31 |
|
|
2023
Q4 | $2.66M | Hold |
144,299
| – | – | 0.41% | 28 |
|
|
2023
Q3 | $2.24M | Hold |
144,299
| – | – | 0.43% | 25 |
|
|
2023
Q2 | $2.51M | Sell |
144,299
-1,329
| -0.9% | -$23.1K | 0.47% | 24 |
|
|
2023
Q1 | $2.46M | Buy |
145,628
+47,745
| +49% | +$806K | 0.48% | 23 |
|
|
2022
Q4 | $2.15M | Hold |
97,883
| – | – | 0.46% | 22 |
|
|
2022
Q3 | $2.03M | Buy |
+97,883
| New | +$2.03M | 0.48% | 21 |
|