Summit Financial’s Factset FDS Stock Holding History

Summit Financial’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$631K	Buy
2025 Q1	$511K	Buy
2024 Q4	$538K	Sell
2024 Q3	$521K	Sell
2024 Q2	$522K	Buy
2024 Q1	$499K	Sell
2023 Q4	$686K	Buy
2023 Q3	$592K	Buy
2023 Q2	$534K	Buy