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Summit Financial’s Stifel SF Stock Holding History

Summit Financial’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$410K Sell
3,949
-1,319
-25% -$137K 0.01% 609
2025
Q1 		$497K Buy
+5,268
New +$497K 0.01% 515