Verdence Capital Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
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2024
Q1 | $2.34M | Hold |
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2023
Q4 | $2.65M | Hold |
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2023
Q3 | $1.94M | Hold |
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2023
Q2 | $1.78M | Hold |
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2023
Q1 | $1.79M | Hold |
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2022
Q4 | $2.15M | Hold |
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2022
Q3 | $2.32M | Hold |
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2022
Q2 | $2.4M | Sell |
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2022
Q1 | $2.26M | Hold |
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2021
Q4 | $2.42M | Hold |
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2021
Q3 | $2.16M | Hold |
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2021
Q2 | $1.94M | Hold |
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2021
Q1 | $2.34M | Hold |
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2020
Q4 | $1.95M | Hold |
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2020
Q3 | $1.31M | Hold |
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2020
Q2 | $1.46M | Hold |
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2020
Q1 | $1.87M | Hold |
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2019
Q4 | $2.39M | Hold |
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2019
Q3 | $2.26M | Hold |
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2019
Q2 | $2.37M | Hold |
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2019
Q1 | $2.34M | Hold |
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2018
Q4 | $1.7M | Buy |
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2018
Q3 | $1.99M | Hold |
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2018
Q2 | $2.3M | Buy |
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2018
Q1 | $2.13M | Hold |
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2017
Q4 | $2.24M | Buy |
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