Summit Financial’s Snap-on SNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,001
Closed -$337K 830
2025
Q1
$337K Sell
1,001
-298
-23% -$100K 0.01% 588
2024
Q4
$441K Buy
1,299
+251
+24% +$85.2K 0.02% 469
2024
Q3
$304K Sell
1,048
-84
-7% -$24.3K 0.01% 463
2024
Q2
$296K Buy
+1,132
New +$296K 0.01% 416