Summit Financial’s Toyota TM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Buy
1,435
+248
+21% +$42.7K 0.01% 733
2025
Q1
$210K Buy
+1,187
New +$210K 0.01% 686