SFS
Summit Financial Strategies’s Park National Corp PRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
15,450
-595
| -4% | -$99.5K | 0.24% | 42 |
|
|
2025
Q1 | $2.43M | Buy |
16,045
+6,003
| +60% | +$909K | 0.25% | 39 |
|
|
2024
Q4 | $1.72M | Buy |
10,042
+848
| +9% | +$145K | 0.19% | 43 |
|
|
2024
Q3 | $1.54M | Buy |
9,194
+50
| +0.5% | +$8.4K | 0.17% | 44 |
|
|
2024
Q2 | $1.3M | Hold |
9,144
| – | – | 0.16% | 49 |
|
|
2024
Q1 | $1.24M | Hold |
9,144
| – | – | 0.17% | 44 |
|
|
2023
Q4 | $1.21M | Hold |
9,144
| – | – | 0.19% | 41 |
|
|
2023
Q3 | $864K | Buy |
9,144
+25
| +0.3% | +$2.36K | 0.16% | 47 |
|
|
2023
Q2 | $933K | Buy |
9,119
+71
| +0.8% | +$7.27K | 0.17% | 43 |
|
|
2023
Q1 | $1.07M | Hold |
9,048
| – | – | 0.21% | 39 |
|
|
2022
Q4 | $1.27M | Hold |
9,048
| – | – | 0.27% | 31 |
|
|
2022
Q3 | $1.13M | Hold |
9,048
| – | – | 0.27% | 34 |
|
|
2022
Q2 | $1.1M | Sell |
9,048
-200
| -2% | -$24.2K | 0.26% | 33 |
|
|
2022
Q1 | $1.22M | Sell |
9,248
-36
| -0.4% | -$4.73K | 0.24% | 31 |
|
|
2021
Q4 | $1.28M | Sell |
9,284
-1,050
| -10% | -$144K | 0.25% | 31 |
|
|
2021
Q3 | $1.26M | Hold |
10,334
| – | – | 0.24% | 31 |
|
|
2021
Q2 | $1.21M | Buy |
10,334
+8,325
| +414% | +$977K | 0.24% | 32 |
|
|
2021
Q1 | $260K | Buy |
+2,009
| New | +$260K | 0.09% | 57 |
|
|
2018
Q3 | – | Sell |
-1,972
| Closed | -$220K | – | 63 |
|
|
2018
Q2 | $220K | Buy |
1,972
+2
| +0.1% | +$223 | 0.11% | 54 |
|
|
2018
Q1 | $204K | Sell |
1,970
-426
| -18% | -$44.1K | 0.11% | 51 |
|
|
2017
Q4 | $249K | Buy |
2,396
+476
| +25% | +$49.5K | 0.13% | 45 |
|
|
2017
Q3 | $207K | Buy |
+1,920
| New | +$207K | 0.12% | 50 |
|