SFWA

Summit Financial Wealth Advisors’s Red River Bancshares RRBI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$646K	Hold	12,500	–	–	0.13%	80
2024 Q4	$694K	Hold	12,500	–	–	0.14%	79
2024 Q3	$650K	Hold	12,500	–	–	0.12%	79
2024 Q2	$600K	Sell	12,500 -1,000	-7%	-$48K	0.12%	74
2024 Q1	$672K	Buy	13,500 +150	+1%	+$7.47K	0.14%	71
2023 Q4	$749K	Hold	13,350	–	–	0.17%	62
2023 Q3	$651K	Hold	13,350	–	–	0.16%	63
2023 Q2	$656K	Hold	13,350	–	–	0.15%	67
2023 Q1	$642K	Hold	13,350	–	–	0.15%	70
2022 Q4	$682K	Hold	13,350	–	–	0.16%	69
2022 Q3	$770K	Hold	13,350	–	–	0.22%	54
2022 Q2	$721K	Hold	13,350	–	–	0.17%	65
2022 Q1	$706K	Hold	13,350	–	–	0.14%	65
2021 Q4	$712K	Hold	13,350	–	–	0.14%	67
2021 Q3	$665K	Sell	13,350 -150	-1%	-$7.47K	0.15%	63
2021 Q2	$682K	Buy	13,500 +150	+1%	+$7.58K	0.15%	65
2021 Q1	$661K	Hold	13,350	–	–	0.17%	58
2020 Q4	$574K	Hold	13,350	–	–	0.16%	60
2020 Q3	$609K	Hold	13,350	–	–	0.16%	62
2020 Q2	$534K	Hold	13,350	–	–	0.14%	70
2020 Q1	$519K	Buy	13,350 +2,450	+22%	+$95.2K	0.16%	70
2019 Q4	$586K	Hold	10,900	–	–	0.14%	80
2019 Q3	$473K	Buy	+10,900	New	+$473K	0.12%	97