Summit Securities Group’s Conn's Inc. CONN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,000	Closed	-$2K	–	938
2024 Q2	$2K	Hold	2,000	–	–	﹤0.01%	536
2024 Q1	$7K	Hold	2,000	–	–	﹤0.01%	363
2023 Q4	$9K	Hold	2,000	–	–	﹤0.01%	527
2023 Q3	$8K	Hold	2,000	–	–	﹤0.01%	440
2023 Q2	$7K	Hold	2,000	–	–	﹤0.01%	808
2023 Q1	$12K	Buy	+2,000	New	+$17K	﹤0.01%	680
2015 Q2	–	Sell	-200	Closed	-$6K	–	606
2015 Q1	$6K	Buy	+200	New	+$4.57K	﹤0.01%	307

Other funds holding CONN

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Summit Securities Group's CONN Position: Q3 2024 in Review

Summit Securities Group sold out of Conn's Inc. (CONN) in Q3 2024, closing a stake of 2,000 shares — an estimated $2K sold.

Summit Securities Group first reported a position in CONN in Q1 2015 and held it in 7 quarters. The position peaked at $12K in Q1 2023. 6 funds tracked by Wall St. Rank hold CONN as of Q3 2024.

Summit Securities Group reported no remaining Conn's Inc. position as of Q3 2024 after selling out during the quarter.
Summit Securities Group sold 2,000 Conn's Inc. shares in Q3 2024, an estimated $2K.
Summit Securities Group first reported a position in Conn's Inc. in Q1 2015 and held it in 7 quarters.
Summit Securities Group's Conn's Inc. position peaked at $12K in Q1 2023.
6 funds tracked by Wall St. Rank held Conn's Inc. as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.