Summit Financial’s Burlington BURL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$272K	Buy	1,169 +118	+11%	+$27.5K	0.01%	711
2025 Q1	$250K	Sell	1,051 -59	-5%	-$14.1K	0.01%	649
2024 Q4	$316K	Buy	+1,110	New	+$316K	0.01%	527