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Summit Financial’s Polaris PII Stock Holding History

Summit Financial’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$336K Buy
8,270
+2,269
+38% +$92.2K 0.01% 655
2025
Q1 		$246K Buy
6,001
+858
+17% +$35.1K 0.01% 653
2024
Q4 		$296K Buy
+5,143
New +$296K 0.01% 539