Summit Financial’s General Motors GM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.7M Buy
217,249
+39,363
+22% +$1.94M 0.24% 75
2025
Q1
$8.37M Buy
177,886
+2,019
+1% +$95K 0.23% 78
2024
Q4
$9.37M Buy
175,867
+80,663
+85% +$4.3M 0.33% 55
2024
Q3
$4.27M Buy
95,204
+81,195
+580% +$3.64M 0.17% 103
2024
Q2
$651K Buy
14,009
+7,589
+118% +$353K 0.03% 286
2024
Q1
$291K Sell
6,420
-242
-4% -$11K 0.02% 320
2023
Q4
$239K Buy
6,662
+273
+4% +$9.81K 0.02% 322
2023
Q3
$211K Sell
6,389
-990
-13% -$32.6K 0.02% 317
2023
Q2
$285K Buy
7,379
+1,329
+22% +$51.2K 0.02% 281
2023
Q1
$222K Sell
6,050
-208
-3% -$7.63K 0.02% 237
2022
Q4
$211K Sell
6,258
-381
-6% -$12.8K 0.02% 235
2022
Q3
$213K Sell
6,639
-739
-10% -$23.7K 0.02% 240
2022
Q2
$234K Sell
7,378
-64
-0.9% -$2.03K 0.02% 217
2022
Q1
$326K Buy
7,442
+2,993
+67% +$131K 0.03% 213
2021
Q4
$261K Buy
+4,449
New +$261K 0.02% 221