Verdence Capital Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History

Verdence Capital Advisors’s Portfolio SMMF Stock Details SMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-86,260	Closed	-$2.34M	–	624
2024 Q1	$2.34M	Hold	86,260	–	–	0.21%	126
2023 Q4	$2.65M	Hold	86,260	–	–	0.26%	108
2023 Q3	$1.94M	Hold	86,260	–	–	0.21%	129
2023 Q2	$1.78M	Hold	86,260	–	–	0.21%	127
2023 Q1	$1.79M	Hold	86,260	–	–	0.22%	128
2022 Q4	$2.15M	Hold	86,260	–	–	0.26%	92
2022 Q3	$2.32M	Hold	86,260	–	–	0.32%	85
2022 Q2	$2.4M	Sell	86,260 -2,000	-2%	-$53.1K	0.31%	93
2022 Q1	$2.26M	Hold	88,260	–	–	0.26%	102
2021 Q4	$2.42M	Hold	88,260	–	–	0.29%	90
2021 Q3	$2.16M	Hold	88,260	–	–	0.28%	97
2021 Q2	$1.94M	Hold	88,260	–	–	0.27%	102
2021 Q1	$2.34M	Hold	88,260	–	–	0.39%	69
2020 Q4	$1.95M	Hold	88,260	–	–	0.37%	71
2020 Q3	$1.31M	Hold	88,260	–	–	0.3%	92
2020 Q2	$1.46M	Hold	88,260	–	–	0.36%	80
2020 Q1	$1.87M	Hold	88,260	–	–	0.56%	49
2019 Q4	$2.39M	Hold	88,260	–	–	0.59%	48
2019 Q3	$2.26M	Hold	88,260	–	–	0.63%	47
2019 Q2	$2.37M	Hold	88,260	–	–	0.68%	44
2019 Q1	$2.34M	Hold	88,260	–	–	0.63%	51
2018 Q4	$1.7M	Buy	88,260 +2,400	+3%	+$50.4K	0.48%	57
2018 Q3	$1.99M	Hold	85,860	–	–	0.49%	52
2018 Q2	$2.3M	Buy	85,860 +860	+1%	+$22.5K	0.56%	51
2018 Q1	$2.13M	Hold	85,000	–	–	0.51%	52
2017 Q4	$2.24M	Buy	+85,000	New	+$2.27M	0.53%	45

Other funds holding SMMF

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Verdence Capital Advisors's SMMF Position: Q2 2024 in Review

Verdence Capital Advisors sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 86,260 shares — an estimated $2.34M sold.

Verdence Capital Advisors first reported a position in SMMF in Q4 2017 and held it in 26 quarters. The position peaked at $2.65M in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

Verdence Capital Advisors reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
Verdence Capital Advisors sold 86,260 Summit Financial Group, Inc. shares in Q2 2024, an estimated $2.34M.
Verdence Capital Advisors first reported a position in Summit Financial Group, Inc. in Q4 2017 and held it in 26 quarters.
Verdence Capital Advisors's Summit Financial Group, Inc. position peaked at $2.65M in Q4 2023.
1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Verdence Capital Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.