Summit Financial’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$834K Buy
7,871
+246
+3% +$26.1K 0.02% 451
2025
Q1
$611K Sell
7,625
-153
-2% -$12.3K 0.02% 468
2024
Q4
$617K Buy
7,778
+3,066
+65% +$243K 0.02% 411
2024
Q3
$367K Buy
4,712
+1,362
+41% +$106K 0.01% 426
2024
Q2
$224K Buy
+3,350
New +$224K 0.01% 458