Summit Financial’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
9,393
+2,978
| +46% | +$365K | 0.03% | 390 |
|
|
2025
Q1 | $585K | Buy |
6,415
+1,817
| +40% | +$166K | 0.02% | 478 |
|
|
2024
Q4 | $530K | Buy |
4,598
+206
| +5% | +$23.7K | 0.02% | 442 |
|
|
2024
Q3 | $521K | Buy |
4,392
+646
| +17% | +$76.6K | 0.02% | 368 |
|
|
2024
Q2 | $517K | Buy |
3,746
+683
| +22% | +$94.2K | 0.02% | 320 |
|
|
2024
Q1 | $350K | Buy |
3,063
+2
| +0.1% | +$228 | 0.02% | 305 |
|
|
2023
Q4 | $234K | Buy |
3,061
+2
| +0.1% | +$153 | 0.02% | 329 |
|
|
2023
Q3 | $211K | Buy |
+3,059
| New | +$211K | 0.02% | 316 |
|