Summit Global Investments’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,587
Closed -$885K 466
2024
Q4
$885K Sell
2,587
-173
-6% -$59.2K 0.06% 236
2024
Q3
$774K Sell
2,760
-3,497
-56% -$981K 0.05% 278
2024
Q2
$2.4M Buy
6,257
+3,667
+142% +$1.4M 0.16% 114
2024
Q1
$830K Hold
2,590
0.06% 250
2023
Q4
$661K Hold
2,590
0.04% 297
2023
Q3
$433K Sell
2,590
-1,199
-32% -$200K 0.03% 363
2023
Q2
$557K Buy
+3,789
New +$557K 0.04% 319