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
2024
Q1
$2.34M Hold
2023
Q4
$2.65M Hold
2023
Q3
$1.94M Hold
2023
Q2
$1.78M Hold
2023
Q1
$1.79M Hold
2022
Q4
$2.15M Hold
2022
Q3
$2.32M Hold
2022
Q2
$2.4M Sell
2022
Q1
$2.26M Hold
2021
Q4
$2.42M Hold
2021
Q3
$2.16M Hold
2021
Q2
$1.94M Hold
2021
Q1
$2.34M Hold
2020
Q4
$1.95M Hold
2020
Q3
$1.31M Hold
2020
Q2
$1.46M Hold
2020
Q1
$1.87M Hold
2019
Q4
$2.39M Hold
2019
Q3
$2.26M Hold
2019
Q2
$2.37M Hold
2019
Q1
$2.34M Hold
2018
Q4
$1.7M Buy
2018
Q3
$1.99M Hold
2018
Q2
$2.3M Buy
2018
Q1
$2.13M Hold
2017
Q4
$2.24M Buy