Summit Securities Group’s Navient NAVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.2K Buy
+2,002
New +$28.2K 0.01% 527
2017
Q3
Sell
-19,097
Closed -$318K 191
2017
Q2
$318K Buy
+19,097
New +$318K 0.06% 113
2016
Q3
Sell
-43,389
Closed -$518K 204
2016
Q2
$518K Buy
+43,389
New +$518K 0.28% 86
2016
Q1
Sell
-39,183
Closed -$449K 280
2015
Q4
$449K Buy
+39,183
New +$449K 0.15% 105
2014
Q4
Sell
-1,200
Closed -$21K 534
2014
Q3
$21K Buy
+1,200
New +$21K 0.01% 428