Wells Fargo’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 | $242K | Buy |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $174K | Sell |
|
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $206K | Buy |
|
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|
2022
Q4 | $123K | Sell |
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|
2022
Q3 | $134K | Sell |
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|
2022
Q2 | $142K | Sell |
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|
2022
Q1 | $290K | Sell |
|
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|
2021
Q4 | $472K | Sell |
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|
2021
Q3 | $428K | Buy |
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|
2021
Q2 | $117K | Sell |
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|
2021
Q1 | $403K | Sell |
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|
2020
Q4 | $686K | Sell |
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|
2020
Q3 | $460K | Sell |
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|
2020
Q2 | $561K | Buy |
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|
2020
Q1 | $603K | Buy |
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|
2019
Q4 | $646K | Sell |
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|
2019
Q3 | $629K | Buy |
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|
2019
Q2 | $631K | Buy |
|
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|
2019
Q1 | $595K | Buy |
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|
2018
Q4 | $330K | Buy |
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|
2018
Q3 | $360K | Sell |
|
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|
2018
Q2 | $519K | Sell |
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|
2018
Q1 | $495K | Sell |
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|
2017
Q4 | $536K | Buy |
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|
2017
Q3 | $388K | Buy |
|
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|
2017
Q2 | $241K | Hold |
|
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|
2017
Q1 | $237K | Hold |
|
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|
2016
Q4 | $302K | Buy |
|
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|
2016
Q3 | $166K | Buy |
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|
2016
Q2 | $96K | Buy |
|
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|
2016
Q1 | $76K | Buy |
|
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|
2015
Q4 | $51K | Hold |
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|
2015
Q3 | $51K | Buy |
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|
2015
Q2 | $48K | Buy |
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|
2015
Q1 | $49K | Buy |
|
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|
2014
Q4 | $48K | Sell |
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|
2014
Q3 | $45K | Buy |
|
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|
2014
Q2 | $43K | Hold |
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|
2014
Q1 | $42K | Hold |
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|
2013
Q4 | $40K | Hold |
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|
2013
Q3 | $35K | Hold |
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|
2013
Q2 | $34K | Buy |
|