Summit Securities Group’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9K | Buy |
+278
| New | +$24.9K | ﹤0.01% | 550 |
|
|
2023
Q3 | – | Sell |
-443
| Closed | -$22K | – | 705 |
|
|
2023
Q2 | $22K | Sell |
443
-222
| -33% | -$11K | ﹤0.01% | 486 |
|
|
2023
Q1 | $36K | Buy |
665
+322
| +94% | +$17.4K | ﹤0.01% | 368 |
|
|
2022
Q4 | $21K | Sell |
343
-82
| -19% | -$5.02K | ﹤0.01% | 668 |
|
|
2022
Q3 | $24K | Sell |
425
-898
| -68% | -$50.7K | ﹤0.01% | 500 |
|
|
2022
Q2 | $67K | Buy |
1,323
+579
| +78% | +$29.3K | 0.01% | 321 |
|
|
2022
Q1 | $44K | Buy |
+744
| New | +$44K | ﹤0.01% | 416 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 471 |
|
|
2017
Q3 | – | Sell |
-27,081
| Closed | -$645K | – | 192 |
|
|
2017
Q2 | $645K | Buy |
+27,081
| New | +$645K | 0.12% | 81 |
|
|
2017
Q1 | – | Sell |
-24,570
| Closed | -$550K | – | 318 |
|
|
2016
Q4 | $550K | Buy |
+24,570
| New | +$550K | 0.12% | 115 |
|
|
2014
Q3 | – | Sell |
-1,200
| Closed | -$15K | – | 606 |
|
|
2014
Q2 | $15K | Buy |
+1,200
| New | +$15K | 0.01% | 364 |
|
|
2014
Q1 | – | Sell |
-8,400
| Closed | -$111K | – | 434 |
|
|
2013
Q4 | $111K | Buy |
+8,400
| New | +$111K | 0.02% | 215 |
|