Summit Financial’s United Rentals URI Stock Holding History

Summit Financial’s Portfolio URI Stock Details URI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.08M	Buy
2025 Q1	$2.55M	Sell
2024 Q4	$7.42M	Sell
2024 Q3	$8.63M	Buy
2024 Q2	$6.28M	Buy
2024 Q1	$6.04M	Buy
2023 Q4	$4.6M	Buy
2023 Q3	$3.28M	Buy
2023 Q2	$2.39M	Buy