Summit Securities Group’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$264K	Buy
2024 Q3	–	Sell
2024 Q2	$0	Buy
2023 Q3	–	Sell
2023 Q2	$20K	Sell
2023 Q1	$32K	Buy
2022 Q4	$16K	Sell
2022 Q3	$43K	Buy
2022 Q2	$30K	Buy
2022 Q1	$7K	Buy
2020 Q2	–	Sell
2020 Q1	$782K	Buy