Summit Securities Group’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Summit Securities Group’s Portfolio AY Stock Details AY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,700	Closed	-$81K	–	966
2024 Q3	$81K	Buy	+3,700	New	+$81.5K	0.02%	196
2023 Q4	–	Sell	-2,617	Closed	-$50K	–	962
2023 Q3	$50K	Buy	+2,617	New	+$59.3K	0.01%	282
2023 Q2	–	Sell	-14	Closed	–	–	1130
2023 Q1	$0	Buy	+14	New	+$380	﹤0.01%	1386
2022 Q3	–	Sell	-25	Closed	-$1K	–	1214
2022 Q2	$1K	Buy	+25	New	+$812	﹤0.01%	911

Other funds holding AY

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Summit Securities Group's AY Position: Q4 2024 in Review

Summit Securities Group sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2024, closing a stake of 3,700 shares — an estimated $81K sold.

Summit Securities Group first reported a position in AY in Q2 2022 and held it in 4 quarters. The position peaked at $81K in Q3 2024. 2 funds tracked by Wall St. Rank hold AY as of Q4 2024.

Summit Securities Group reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2024 after selling out during the quarter.
Summit Securities Group sold 3,700 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2024, an estimated $81K.
Summit Securities Group first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q2 2022 and held it in 4 quarters.
Summit Securities Group's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $81K in Q3 2024.
2 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.