Summit Financial’s Sunworks, Inc. SUNW Stock Holding History

Summit Financial’s Portfolio SUNW Stock Details SUNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-28,000	Closed	-$6.57K	–	408
2023 Q4	$6.57K	Buy	28,000 +14,000	+100%	+$4.76K	﹤0.01%	351
2023 Q3	$7.28K	Hold	14,000	–	–	﹤0.01%	332
2023 Q2	$15.8K	Hold	14,000	–	–	﹤0.01%	317
2023 Q1	$20.2K	Buy	14,000 +1,000	+8%	+$1.88K	﹤0.01%	255
2022 Q4	$20.5K	Hold	13,000	–	–	﹤0.01%	247
2022 Q3	$36.3K	Buy	+13,000	New	+$36.5K	﹤0.01%	251

Other funds holding SUNW

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Summit Financial's SUNW Position: Q1 2024 in Review

Summit Financial sold out of Sunworks, Inc. (SUNW) in Q1 2024, closing a stake of 28,000 shares — an estimated $6.57K sold.

Summit Financial first reported a position in SUNW in Q3 2022 and held it in 6 quarters. The position peaked at $36.3K in Q3 2022. 2 funds tracked by Wall St. Rank hold SUNW as of Q1 2024.

Summit Financial reported no remaining Sunworks, Inc. position as of Q1 2024 after selling out during the quarter.
Summit Financial sold 28,000 Sunworks, Inc. shares in Q1 2024, an estimated $6.57K.
Summit Financial first reported a position in Sunworks, Inc. in Q3 2022 and held it in 6 quarters.
Summit Financial's Sunworks, Inc. position peaked at $36.3K in Q3 2022.
2 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q1 2024.

Based on Summit Financial's 13F filing for Q1 2024, filed 24 Apr 2024.