Summit Financial’s Shake Shack SHAK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.1M Buy
14,967
+1,787
+14% +$251K 0.05% 284
2025
Q1
$1.16M Buy
13,180
+97
+0.7% +$8.55K 0.03% 344
2024
Q4
$1.7M Buy
13,083
+139
+1% +$18K 0.06% 239
2024
Q3
$1.34M Buy
12,944
+156
+1% +$16.1K 0.05% 220
2024
Q2
$1.15M Buy
12,788
+976
+8% +$87.8K 0.05% 210
2024
Q1
$1.23M Sell
11,812
-50
-0.4% -$5.2K 0.07% 165
2023
Q4
$879K Buy
11,862
+1,024
+9% +$75.9K 0.06% 184
2023
Q3
$629K Buy
+10,838
New +$629K 0.05% 212