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Summit Financial’s DaVita DVA Stock Holding History

Summit Financial’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,502
Closed -$536K – 817
2025
Q1 		$536K Buy
+3,502
New +$536K 0.02% 493