Summit Financial Strategies’s QCR Holdings QCRH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,987
| Closed | -$241K | – | 155 |
|
|
2024
Q4 | $241K | Sell |
2,987
-410
| -12% | -$33.1K | 0.03% | 126 |
|
|
2024
Q3 | $251K | Sell |
3,397
-217
| -6% | -$16.1K | 0.03% | 124 |
|
|
2024
Q2 | $217K | Hold |
3,614
| – | – | 0.03% | 131 |
|
|
2024
Q1 | $220K | Hold |
3,614
| – | – | 0.03% | 130 |
|
|
2023
Q4 | $211K | Buy |
+3,614
| New | +$211K | 0.03% | 134 |
|
|
2022
Q2 | – | Sell |
-3,614
| Closed | -$205K | – | 127 |
|
|
2022
Q1 | $205K | Sell |
3,614
-179
| -5% | -$10.2K | 0.04% | 114 |
|
|
2021
Q4 | $212K | Buy |
+3,793
| New | +$212K | 0.04% | 118 |
|