Summit Financial’s Broadridge BR Stock Holding History

Summit Financial’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.41M	Buy
2025 Q1	$1.39M	Buy
2024 Q4	$1.2M	Buy
2024 Q3	$974K	Sell
2024 Q2	$915K	Buy
2024 Q1	$779K	Sell
2023 Q4	$815K	Sell
2023 Q3	$740K	Sell
2023 Q2	$697K	Buy