SFWA
Summit Financial Wealth Advisors’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.04M | Buy |
22,211
+1,454
| +7% | +$395K | 1.2% | 24 |
|
|
2024
Q4 | $6.55M | Buy |
20,757
+1,189
| +6% | +$375K | 1.28% | 24 |
|
|
2024
Q3 | $6.49M | Buy |
19,568
+32
| +0.2% | +$10.6K | 1.22% | 25 |
|
|
2024
Q2 | $6.13M | Sell |
19,536
-786
| -4% | -$246K | 1.24% | 25 |
|
|
2024
Q1 | $6.35M | Sell |
20,322
-17,958
| -47% | -$5.62M | 1.29% | 25 |
|
|
2023
Q4 | $9.22M | Sell |
38,280
-820
| -2% | -$197K | 2.09% | 14 |
|
|
2023
Q3 | $8.44M | Sell |
39,100
-2,483
| -6% | -$536K | 2.07% | 14 |
|
|
2023
Q2 | $8.36M | Sell |
41,583
-1,095
| -3% | -$220K | 1.93% | 17 |
|
|
2023
Q1 | $7.31M | Buy |
42,678
+314
| +0.7% | +$53.8K | 1.73% | 17 |
|
|
2022
Q4 | $6.65M | Sell |
42,364
-206
| -0.5% | -$32.3K | 1.6% | 20 |
|
|
2022
Q3 | $6.25M | Sell |
42,570
-20,402
| -32% | -$2.99M | 1.79% | 20 |
|
|
2022
Q2 | $8.63M | Buy |
62,972
+3,748
| +6% | +$514K | 2.06% | 15 |
|
|
2022
Q1 | $8.99M | Buy |
59,224
+6,612
| +13% | +$1M | 1.82% | 18 |
|
|
2021
Q4 | $9.02M | Buy |
52,612
+2,095
| +4% | +$359K | 1.75% | 17 |
|
|
2021
Q3 | $7.54M | Sell |
50,517
-13,716
| -21% | -$2.05M | 1.71% | 20 |
|
|
2021
Q2 | $9.52M | Sell |
64,233
-1,537
| -2% | -$228K | 2.15% | 11 |
|
|
2021
Q1 | $7.9M | Buy |
65,770
+208
| +0.3% | +$25K | 2.01% | 13 |
|
|
2020
Q4 | $6.69M | Sell |
65,562
-414
| -0.6% | -$42.2K | 1.82% | 18 |
|
|
2020
Q3 | $7.08M | Sell |
65,976
-1,235
| -2% | -$133K | 1.89% | 14 |
|
|
2020
Q2 | $5.87M | Buy |
67,211
+883
| +1% | +$77.1K | 1.57% | 21 |
|
|
2020
Q1 | $5.13M | Sell |
66,328
-2,366
| -3% | -$183K | 1.62% | 18 |
|
|
2019
Q4 | $6.5M | Sell |
68,694
-3,760
| -5% | -$356K | 1.58% | 15 |
|
|
2019
Q3 | $5.9M | Buy |
72,454
+1,287
| +2% | +$105K | 1.45% | 18 |
|
|
2019
Q2 | $5.93M | Buy |
71,167
+10,041
| +16% | +$836K | 1.45% | 15 |
|
|
2019
Q1 | $5.07M | Buy |
61,126
+2,715
| +5% | +$225K | 1.34% | 19 |
|
|
2018
Q4 | $4.01M | Sell |
58,411
-6,071
| -9% | -$417K | 1.3% | 21 |
|
|
2018
Q3 | $5.1M | Buy |
64,482
+5,712
| +10% | +$452K | 1.53% | 20 |
|
|
2018
Q2 | $4.7M | Sell |
58,770
-857
| -1% | -$68.5K | 1.57% | 15 |
|
|
2018
Q1 | $4.77M | Buy |
59,627
+4,882
| +9% | +$390K | 1.57% | 15 |
|
|
2017
Q4 | $4.33M | Buy |
54,745
+3,174
| +6% | +$251K | 1.49% | 15 |
|
|
2017
Q3 | $3.96M | Buy |
51,571
+15,161
| +42% | +$1.16M | 1.44% | 15 |
|
|
2017
Q2 | $2.83M | Buy |
36,410
+13,628
| +60% | +$1.06M | 1.12% | 28 |
|
|
2017
Q1 | $1.69M | Buy |
22,782
+5,511
| +32% | +$409K | 0.74% | 42 |
|
|
2016
Q4 | $1.16M | Sell |
17,271
-121
| -0.7% | -$8.12K | 0.51% | 54 |
|
|
2016
Q3 | $1.14M | Buy |
17,392
+1,868
| +12% | +$123K | 0.5% | 52 |
|
|
2016
Q2 | $927K | Buy |
15,524
+4,775
| +44% | +$285K | 0.39% | 64 |
|
|
2016
Q1 | $672K | Buy |
10,749
+112
| +1% | +$7K | 0.29% | 68 |
|
|
2015
Q4 | $554K | Buy |
10,637
+10,108
| +1,911% | +$526K | 0.25% | 74 |
|
|
2015
Q3 | $27K | Hold |
529
| – | – | 0.02% | 147 |
|
|
2015
Q2 | $35K | Hold |
529
| – | – | 0.02% | 170 |
|
|
2015
Q1 | $39K | Buy |
529
+429
| +429% | +$31.6K | 0.03% | 134 |
|
|
2014
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 209 |
|