Summit Securities Group’s SolarWinds Corporation Common Stock SWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,303	Closed	-$42.4K	–	1507
2025 Q1	$42.4K	Buy	+2,303	New	+$38.6K	0.01%	349
2024 Q4	–	Sell	-1,000	Closed	-$13K	–	978
2024 Q3	$13K	Sell	1,000 -1,000	-50%	-$12.3K	﹤0.01%	360
2024 Q2	$24K	Hold	2,000	–	–	﹤0.01%	369
2024 Q1	$25K	Hold	2,000	–	–	﹤0.01%	300
2023 Q4	$25K	Buy	+2,000	New	+$21.5K	﹤0.01%	458
2023 Q1	–	Sell	-7	Closed	–	–	1434
2022 Q4	$0	Buy	+7	New	+$61	﹤0.01%	1502

Other funds holding SWI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Summit Securities Group's SWI Position: Q2 2025 in Review

Summit Securities Group sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 2,303 shares — an estimated $42.4K sold.

Summit Securities Group first reported a position in SWI in Q4 2022 and held it in 6 quarters. The position peaked at $42.4K in Q1 2025. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

Summit Securities Group reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 2,303 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $42.4K.
Summit Securities Group first reported a position in SolarWinds Corporation Common Stock in Q4 2022 and held it in 6 quarters.
Summit Securities Group's SolarWinds Corporation Common Stock position peaked at $42.4K in Q1 2025.
1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.